recorded Webinar Integration Demos

How Advisors Use Optivice + Wealthbox to Help Clients Manage Debt

Presented by

Join us for a previously recorded live webinar to discover how the Optivice + Wealthbox integration helps advisors guide clients toward debt freedom. This webinar will cover:
  1. How the Optivice debt management tool allows advisors to enhance their value proposition by integrating debt planning and management solutions for their clients.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors use the integration to send contact record data from Wealthbox into the Optivice dashboard and also gain the ability to access real-time client credit scores directly within Wealthbox.
  4. The benefits of the Optivice and Wealthbox integration, and how to get started with ease.

Speakers

Tessa Elliott

Head of Sales & Marketing

Optivice

Jenna Ghibaudy

Product Specialist

Wealthbox

“Optivice is the essential missing piece in the holistic financial planning puzzle by offering effective debt and loan management solutions. With the Wealthbox integration, advisors can now use this powerful tool to easily deliver even greater value to their clients and make a profound impact on their financial well-being.”

Tessa Elliott

Head of Sales & Marketing at Optivice

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