Strategic Automation and CRM with Wealthbox + Sphynx Automation

Are you maximizing the power of automation in your RIA? Join Chris Kopanski, Senior Product Specialist at Wealthbox, and Arielle Minicozzi, founder of Sphynx Automation, for an insightful webinar on how strategic automation can transform your operations.

In this live event, you will learn how to:

• Identify Automation Opportunities: Discover which tasks are better handled by automation tools versus AI
• Leverage Your Tech Tools: Explore how to use Sphynx Automation and third-party tools like Zapier for effective administrative task management
• Achieve Best Practices: Learn when to automate tasks and when to rely on AI to ensure the best outcomes for your practice
• Enhance Efficiency: Understand how strategic automation solutions can streamline workflows and improve client management within Wealthbox CRM

Join us to explore how to boost efficiency and scale your business with the right automation strategies! Don’t miss out on this opportunity to elevate your practice with strategic automation!