Hey everyone, I will be doing a webinar with Wealthbox tomorrow talking best practices on leveraging AI for client communications. Yes - there’s more to using AI as an advisor than just taking meeting notes. Although hosted by Wealthbox, the discussion is relevant if you use a different CRM. The practices I will discuss and solutions I will demonstrate work with most big name CRMs (Redtail, Salesforce, etc) Would love to see some of this community there! Here is the link to register: https://www.wealthbox.com/webinars/best-practices-for-ai-powered-client-communication-with-beemo-automation/?sfid=701Rc00000IILRrIAP&utm_campaign=webinar-beemoautomation-20241203&utm_source=partner&utm_medium=direct

Curious how others use RedTail to track their last conversation with a client. Thank you, Brenda

Hi there, Is anyone on here using a service to automate the subscription document process for alternatives using the client data in Wealthbox? I reviewed the integrations list, and see Docusign listed but the underlying process is through Zapier and doesn't appear to actually form-fill from the CRM to Docusign. https://www.wealthbox.com/integrations/ Alternatively, the client is on Black Diamond, and I know SS&C offers a utility for this but it is likely costly and would still need to integrate the two applications. Thanks!

Looking for a CRM Data Audit Specialist Our firm recently moved from Wealthbox to Redtail based on a recommendation from a third-party consultant. The reason for the switch was that we were advised Wealthbox would not be able to handle the thousands of leads we bring into our database each month. However, during and after the transition, we have encountered significant issues: • Duplicate contacts: Redtail created a large number of duplicate records. • Missing notes: Key client notes from Wealthbox, some spanning 10 years, didn’t transfer and are missing from Redtail. • Tagging errors: Marketing campaigns are disrupted due to incorrect or missing tags on contact records. • High CRM Costs: We are currently maintaining both Wealthbox and Redtail because we don’t trust that Redtail has all of our data. We continue to find more duplicates, missing data, and missing tags daily. This is costing us over $24,000 a year to maintain both databases. Does anyone know of a specialist who can audit our data, ensure everything matches between systems, and fix these issues? Any contacts or recommendations would be greatly appreciated!

Does anyone know the ratio of AUM to CSA? Prior to our CSA who left she was servicing $75,139,717.65. She felt overwhelmed. I was servicing $599,877,556.77 while also being on the management. Broker Dealer Ratio is 2.0MM in revenue to FA/CSA. Thank you.