Risk Analysis Software + CRM: The Integration of StratiFi + Wealthbox
On March 25th, 2021, StratiFi and Wealthbox hosted a webinar with presenters Chris Kopanski, Senior Product Specialist at Wealthbox, and Akhil Lodha, Co-Founder and CEO here at StratiFi.
Integrating a CRM system with a risk management system can create a very efficient process for advisors to review risk with their clients and prospects.
If this is of interest to you, then you’ll want to listen to the full webinar.
Here is a summary of the...