Earl Mason, an account executive and product specialist, introduces Wealthbox, a web-based CRM specifically designed for financial advisers.

The video offers a comprehensive overview of Wealthbox’s core components, including its homepage layout, navigation panel, and right-side task management features. Key highlights include the seamless two-way synchronisation with various calendar systems, efficient task and workflow management, integration capabilities with phone systems and email services, and the ability to handle bulk actions for efficient email broadcasts.

Mason also discusses features like customisable layouts, note-taking, activity streams, and the extensive reporting capabilities to ensure business efficiency. The video aims to help users understand how to get the most out of Wealthbox for day-to-day and week-to-week operations.

Watch parts of the session here: