Wealthbox is excited to announce an integration with LeadCenter, a sales and marketing automation platform for financial advisors that automates marketing campaigns, lead capturing, and attribution. With the LeadCenter integration, advisors can sync contacts and prospects from LeadCenter to Wealthbox, ensuring efficient lead management and streamlined client workflows.
Join us for a live webinar on Thursday, April 3rd at 2:00 PM ET to learn more about the integration between LeadCenter + Wealthbox.
Mustapha Ramadan, CEO and Founder at LeadCenter.AI
“The LeadCenter integration with Wealthbox enables advisors to close the gap between marketing, sales, and operations automation,” said Mustapha Ramadan, CEO and Founder at LeadCenter.AI
“With this integration, financial advisors can effortlessly keep Wealthbox updated with the latest client and prospect data from LeadCenter,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “By eliminating manual data transfers, advisors can focus more on building relationships and growing their businesses.”
Charlie Fargo, Head of Product Partnerships at Wealthbox
How it works
The integration between LeadCenter and Wealthbox allows advisors to sync contacts from LeadCenter to Wealthbox automatically or manually with a single click. LeadCenter captures contacts from 19 different sources and seamlessly pushes them to Wealthbox, eliminating manual data entry. This ensures that financial advisors always have the most up-to-date client information at their fingertips, improving efficiency and accuracy.
Learn more
- Integration Page: Learn more on the LeadCenter + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the LeadCenter integration with easy instructions.
Join us for a live webinar on Thursday, April 3rd at 2:00 PM ET to learn more about the integration between LeadCenter + Wealthbox.
