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Risk Analysis Software + CRM: The Integration of StratiFi + Wealthbox

On March 25th, 2021, StratiFi and Wealthbox hosted a webinar with presenters Chris Kopanski, Senior Product Specialist at Wealthbox, and Akhil Lodha, Co-Founder and CEO here at StratiFi. Integrating a CRM system with a risk management system can create a…