Wealthbox is excited to announce an integration with Testimonial iQ, a compliance software platform that enables advisors to strengthen their reputation and grow their business by generating a steady stream of client testimonials and Google Reviews. With the Testimonial iQ integration, advisors can automate and streamline the collection of reviews by sending white-labeled, pre-approved feedback requests after each client meeting. This Wealthbox integration ensures that testimonials are gathered effortlessly and compliantly, allowing advisors to focus on building trust while maintaining regulatory standards.
Join us for a live webinar on Wednesday, November 13 at 2:00 PM ET to learn more about the integration between Wealthbox + Testimonial iQ.
Andrew Johnson, CEO at Testimonial iQ“Consistently timing testimonial requests to come right after meetings maximizes the response rate, leads to better quality content, and helps ensure advisors follow a compliant process,” said Andrew Johnson, CEO at Testimonial iQ. “With this integration, advisors can truly automate the feedback process, generating a steady stream of client feedback with just a click of a button inside their CRM.”
Charlie Fargo, Head of Product Partnerships at Wealthbox“This integration represents a significant step in enhancing how advisors gather and manage client feedback,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “By automating the testimonial request process, we enable advisors to focus on their clients while effortlessly building their online reputation.”
How it works
The Wealthbox and Testimonial iQ integration streamlines the process of collecting client feedback and testimonials by allowing advisors to automate review requests directly within Wealthbox. Once enabled, the integration works by triggering a feedback request after each client meeting. Advisors can configure these requests to be sent based on specific events marked as “Completed” in Wealthbox, such as a “Client Review” category. Additionally, they can set a delay time (e.g., one hour) to ensure the request reaches clients at the most opportune moment.
With this integration, advisors can gather valuable client testimonials and Google Reviews automatically, saving time and maximizing response rates. The performance metrics for these testimonials, such as average rating, distribution, and regional performance, are easily accessible within Testimonial iQ, allowing advisors to continuously monitor and optimize their online reputation.
Learn more
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- Integration Page: Learn more on the Testimonial iQ + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Testimonial iQ integration with easy instructions.
Join us for a live webinar on Wednesday, November 13 at 2:00 PM ET to learn more about the integration between Wealthbox + Testimonial iQ.
