ReachStack Partners with Wealthbox to Help Advisors Automate Digital Marketing

July 11, 2022 · 2 min read

Wealthbox is pleased to announce today a new integration with ReachStack, an AI-powered email, content sharing and revenue nurturing platform for advisors.

ReachStack’s combination of self-serve, done-for-me and automated communication tools makes email communication easy and impactful for marketing purposes in financial advisory firms.

Join us for a live webinar on Tuesday, July 20 at 2 pm ET to learn more about the integration between Wealthbox + ReachStack.

The Wealthbox and ReachStack contact sync integration creates time-saving efficiencies in advisors’ digital marketing efforts. Advisors will now have the ability to easily access their clients’ contact information in ReachStack to be used for automated content sharing, revenue nurturing, and interest tracking.

This automated, data-driven, and personalized content helps advisors increase their firm’s visibility and get more referrals from existing clients.

Brendan Kenalty, CMO, ReachStack

“We’re excited to collaborate with Wealthbox to make it even easier for advisors to understand and satisfy clients,” said Brendan Kenalty. “After connecting ReachStack to their account, advisors will use data driven communication as a growth engine, understanding each contact’s interests and needs, then efficiently delivering more personalized content in self-serve or automated manner.”