Workflows in the context of CRM software are helpful tools to manage client engagement, but their usefulness doesn’t end there. Applying workflows to the entirety of your practice could provide financial professionals with a structured, automated, and efficient approach to managing client relationships, ensuring regulatory compliance, and delivering better service, all while preparing for business continuity events. Join Wealthbox Director of Business Development, Andrew Ladwig, and ONESCO Technology Support Coordinator, Lee Hamm, as they discuss the different ways workflows can be integrated throughout your office.