Navigating Mergers with CRM Technology

Mergers can be complex, but with the right processes in place, they can also be an opportunity for growth. Join Atlas Park consultant, Cameo Roberson, and Wealthbox’s Director of Business Development, Andrew Ladwig, as they explore how to streamline the operational side of mergers by leveraging a robust CRM. This webinar will cover the critical procedures and background processes that can make or break a successful merger.

In this webinar, you will see:

1. Key processes and procedures that smooth the transition during a merger.
2. How a CRM helps organize and manage client data seamlessly through the merger process.
3. The benefits of using a CRM to maintain client trust and communication during transitions.
4. How to use Wealthbox to streamline workflows and maintain efficiency during mergers.