recorded Webinar Workflows

Workflow Webinar: Simplify Onboarding and Advice Delivery with Asset-Map

Presented by

Agenda

We host webinars centered around workflows as part of our Workflow Webinar series. In this episode, we’re excited to partner with Asset-Map to showcase their Client Onboarding workflow. Join us to learn more about:

  1. The Workflow Libraries within Wealthbox.
  2. How advisors can easily duplicate and edit existing workflow templates or create new workflows from scratch.
  3. How firms are using Asset-Map’s Client Onboarding workflow to simplify their onboarding and advice delivery process.
  4. How workflows provide advisors with a quick and easy way to ensure nothing slips through the cracks.
  5. Getting started with the Asset-Map Client Onboarding workflow in Wealthbox.

Speakers

Alison Susko

VP of Community

Asset-Map

Chris Kopanski

Sr. Product Specialist

Wealthbox

“Our integration partnership with Wealthbox addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”

Adam Holt

Founder and CEO of Asset-Map

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