Today, Team Wealthbox announced a new enterprise CRM agreement with Heartland Bank and Trust Company. Through this agreement, the wealth management professionals at Heartland Bank and Trust Company will begin using Wealthbox as their CRM software platform on a firmwide basis.

This partnership underscores Wealthbox’s commitment to delivering cutting-edge client relationship management solutions tailored to the unique needs of banks and credit unions. Heartland Bank and Trust Company, widely recognized for its commitment to excellence and client-centric approach, has chosen Wealthbox to enhance operational efficiency, streamline communication, and elevate the overall client experience.

Kim Larson, SVP – Wealth Management Director at Heartland Bank

“We are excited about the strategic partnership with Wealthbox and the opportunities it presents for our wealth management professionals at Heartland Bank and Trust Company,” said Kim Larson, SVP – Wealth Management Director at Heartland Bank. “By using Wealthbox’s modern CRM platform, we aim to enhance our operational efficiency, improve communication, and elevate the overall client experience. This collaboration reflects our ongoing commitment to providing excellent service and staying at the forefront of innovative solutions in the financial industry.”

Jomin Bishop,
VP of Enterprise Sales
at Wealthbox

“We are thrilled to partner with Heartland Bank to make best-in-class CRM available to its advisors,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “Collaborating with such an esteemed firm further validates the value and impact of Wealthbox’s innovative CRM platform.”