Integrations /Communication Tools

Get started with Wealthbox + Econiq

Modern CRM integrated with virtual meetings to revolutionize client interactions!

Overview

Econiq’s virtual meeting platform, The Conversation Hub, revolutionizes the way meetings are conducted. The bidirectional integration between Wealthbox and The Conversation Hub seamlessly syncs Contacts, Tasks, Events, Notes, Opportunities and Workflows between both tools.

Seamlessly transfer contact and household data from Wealthbox to The Conversation Hub.Seamlessly transfer contact and household data from Wealthbox to The Conversation Hub.

Resources

Blog Post

“Integrating The Conversation Hub with Wealthbox is a game-changer for financial advisors. By combining the power of our immersive meeting experience with Wealthbox's robust CRM capabilities, we are empowering advisors to run more effective and efficient virtual meetings.”

Jim Callan

Founder & CEO at Econiq

Get started with Wealthbox + Econiq

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