Get started with Wealthbox + WealthFeed
Modern CRM integrated with AI-powered prospecting for seamless client acquisition
Modern CRM integrated with AI-powered prospecting for seamless client acquisition
Overview
WealthFeed is an AI-powered platform that delivers real-time insights into specific life events that may require financial planning adjustments, such as business sales, inheritances, and job changes. With the WealthFeed integration, advisors can seamlessly export prospect data to their Wealthbox account for streamlined marketing and outreach.
Create a prospecting list using WealthFeed’s preset filters and easily export all prospect information into your Wealthbox account.“WealthFeed’s integration with Wealthbox is a game changer for my firm’s business development.”
Shawn McElderry
Founder & CEO at Monarch Wealth Advisors
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