Today we’re happy to announce that Diana Cabrices, founder of recently formed Diana Cabrices Consulting which offers “fractional chief evangelist” services to select wealth-tech brands, has partnered with Wealthbox. The collaboration will span a range of services from Diana, including her evangelizing of Wealthbox in speaking engagements, product announcements, and customer stories via online events and trade conferences in 2023.

Diana’s deep experience in the financial advisory industry includes marketing, branding, recruiting, M&A, succession planning, and more. Prior to launching Diana Cabrices Consulting just three weeks ago, Diana was VP of Enterprise Development for over 3 years at marketing automation provider Snappy Kraken, a Wealthbox partner.

Diana Cabrices, Founder of Diana Cabrices Consulting

“I am thrilled about the opportunity to evangelize Wealthbox. Their commitment to excellent product design, technology, and people made the decision to partner with them a no-brainer,” said Cabrices. “The CRM is the foundation of advisor-client relationships. With Wealthbox, advisors can effortlessly implement an innovative and sleek platform that intelligently organizes their data and enables them to personalize and deliver a top-notch service that clients demand.”

John Rourke, CEO & Cofounder of Wealthbox

“Diana Cabrices is a talented wealth-tech wunderkind, and we’re delighted to work with her to amplify Wealthbox stories about the continual CRM innovations we’re releasing into the market,” said John Rourke, CEO and cofounder of Wealthbox. “Her industry knowledge and content production skills combined with an energetic and powerful speaker personality is a great fit for the Wealthbox brand.”

You’ll see Diana sharing stories about Wealthbox at industry conferences and online. Stay tuned!