Wealthbox is excited to announce the launch of our new Contact Form Builder, which allows users to easily create customizable, multi-step forms, simplifying processes for both teams and clients. The Contact Form Builder, now available on Wealthbox Premier and Enterprise plans, allows users to create forms from scratch using a simple drag-and-drop interface, customizing fields like text boxes, checkboxes, dropdown menus, and more to gather the information needed.
Join us for a live webinar on Friday, November 22nd at 2:00 PM ET to learn more about new AI & Automation features in Wealthbox.
Streamlined Data Collection
The Contact Form Builder is a versatile feature that allows advisors to design multi-step forms and integrate them seamlessly into their workflows. Whether you’re onboarding new clients or collecting detailed information, the Contact Form Builder ensures you gather the right data efficiently, helping you deliver personalized service with ease.
For example, an advisory firm could design a client intake form that starts with basic information in one step, followed by more detailed questions in another. This method simplifies the process and helps ensure all necessary information is collected efficiently.
How it Works
Once a form is created, users can set up automated actions to trigger after submission. Whether it’s sending confirmation emails to clients, updating CRM records, or triggering other workflows within Wealthbox, these automations save time and reduce manual tasks. The next steps in the process, whether internal or client-facing, can be completed automatically, improving efficiency across the board.
A Smarter Way to Collect Information
With the Contact Form Builder, Wealthbox provides a solution that automates data collection in an efficient and scalable way. By customizing workflows, businesses can save time, reduce errors, and improve the overall client experience. This feature is an essential tool for any business looking to streamline operations, simplify complex tasks, and ensure that their processes evolve with their needs.
The Contact Form Builder is another step forward for Wealthbox, offering financial advisors a smarter way to manage data and client interactions, making day-to-day operations easier and more effective.
For more information, check out this video “How to Use Contact Form Builders” from our How-To video series.
Join us for a live webinar on Friday, November 22nd at 2:00 PM ET to learn more about new AI & Automation features in Wealthbox.
