Get started with Wealthbox + Couplr AI
Modern CRM integrated with AI-Powered Lead Generation.
Modern CRM integrated with AI-Powered Lead Generation.
Overview
Couplr AI is a sales enablement platform that leverages AI and data science to connect clients with financial advisors seamlessly. With the Wealthbox and Couplr AI integration, advisors can now view and track inbound leads from the Couplr AI platform directly in Wealthbox in real-time, enhancing efficiency and optimizing client engagement.
The Couplr AI integration seamlessly connects financial advisors to high-quality leads directly within Wealthbox.“The Couplr AI integration with Wealthbox empowers advisors with a faster and more insightful lead generation experience.”
Derek N.H. Notman
CFP®, Founder & CEO at Couplr AI
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