Get started with Wealthbox + Levitate
Modern CRM combined with personalized communication to create customer happiness with AI.
Modern CRM combined with personalized communication to create customer happiness with AI.
Overview
Levitate is an AI-powered marketing platform that provides tools to streamline advisor outreach through email, text messaging, social media, and more. Wealthbox and Levitate now have a two-way integration that streamlines how advisors communicate with their clients.
Log into Levitate to connect your Wealthbox account.
View client contact information and tags within the Levitate dashboard.
The two-way integration sends notes from Levitate into Wealthbox contact records.
Resources
“Using state-of-the-art technology to improve client relationships for financial advisors is a core of what both Levitate and Wealthbox do, and this partnership helps further that mission. With key facts and information now being automatically updated between to the two platforms, our mutual customers will be able to focus on forming and nurturing relationships – the foundation of success for any financial advisor.”
Nancy Slane
VP of Product Experience
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