recorded Webinar Integration Demos

How Advisors Use Responsive + Wealthbox to Power Meaningful Advice

Presented by

Watch this previously recorded live webinar to see how the Responsive + Wealthbox integration helps advisors keep data consistent across multiple platforms so advisors can focus on providing meaningful advice to clients. This webinar will cover:

  1. How Responsive’s advice and client engagement platform helps advisors use AI technology to accelerate information gathering, boost productivity, and provide better advice.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the bidirectional sync between Responsive + Wealthbox allows advisors to update contact information in either platform to keep records consistent.
  4. The benefits of the Responsive and Wealthbox integration, and how to get started with ease.

Speakers

Chris Sanford

Co-Founder and CTO

Responsive

Chris Kopanski

Sr. Product Specialist

Wealthbox

“Responsive is proud to partner with Wealthbox to provide insightful alerts, advisor actions, and suggestions for contact record updates, so that advisors can see more, know more, and do more for clients. With Responsive, Wealthbox becomes an even more powerful tool to capture revenue opportunities and improve client financial wellness.”

Day Wachell

CEO, Responsive

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