Get started with Wealthbox + TIFIN Clout
Send contact data from Wealthbox to TIFIN Clout’s content marketing platform.
Send contact data from Wealthbox to TIFIN Clout’s content marketing platform.
Overview
TIFIN Clout’s command center empowers a centralized marketing team to unleash growth campaigns for their sales and advisor teams. The integration with Wealthbox allows advisors to send contact data from Wealthbox to TIFIN Clout’s content marketing platform.
Connect your Wealthbox account to TIFIN Clout to curate email lists and segments with the click of a button.
Once imported, create and send personalized campaigns to lists and segments of contacts.
Resources
“With the Wealthbox integration, we now make it easier than ever before for our mutual users to quickly import their contacts from Wealthbox onto the TIFIN Clout platform. This empowers financial advisors to engage these contacts with personalized content marketing to strengthen relationships and enhance their clout with key clients and prospects.”
AJ Boury
Chief Operating Officer, TIFIN Wealth
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