Wealthbox is excited to announce that Econiq is the newest addition to the Wealthbox partner ecosystem. Econiq’s virtual meeting platform, called 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.
Join us for a live webinar on Thursday, June 22nd at 2pm ET to learn more about the integration between Wealthbox + Econiq.
How it works
Once an advisor schedules a meeting, related contacts are automatically pulled into The Conversation Hub Meeting Platform.
During the meeting, additional contact information can be gathered, validated, and updated via The Conversation Hub. This data is then seamlessly transferred back to Wealthbox and follow-up Tasks can be created. Additionally, The Conversation Hub will automatically send a cleanly formatted summary of the meeting back to Wealthbox as a Note once the meeting is complete.
Jim Callan, Founder & CEO at Econiq“Integrating The Conversation Hub with Wealthbox is a game-changer for financial advisors,” said Jim Callan, CEO of Econiq. “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.”
Charlie Fargo, Head of Product Partnerships at Wealthbox“We are excited to partner with Econiq to help advisors get the most out of their virtual meetings,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “Our integration keeps data clean and accurate between both tools, and provides advisors with a space for branded, meaningful interactions with their clients.”
Enable the Econiq integration today to start taking advantage of this new feature!
Join us for a live webinar on Thursday, June 22nd at 2pm ET to learn more about the integration between Wealthbox + Econiq.
