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Infinex + Wealthbox CRM: An Overview of the Partnership and Integration
At this live webinar, you will learn about how Infinex advisors can now use Wealthbox CRM to manage client relationships, organize tasks and workflows, and communicate efficiently with staff and clients.

Mar 31, 2020 02:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Amber Foreman.