Wealthbox is excited to announce an integration with WealthFeed, an AI-powered platform that delivers real-time insights into specific life events that may require financial planning adjustments, such as business sales, inheritances, and job changes. With the WealthFeed integration, advisors can seamlessly export prospect data to their Wealthbox account for streamlined marketing and outreach.
Join us for a live webinar on Tuesday, August 6 at 2:00 PM ET to learn more about the integration between Wealthbox + WealthFeed.
Shawn McElderry, Founder & CEO at Monarch Wealth Advisors
“WealthFeed’s integration with Wealthbox is a game changer for my firm’s business development,” said Shawn McElderry, Founder and CEO at Monarch Wealth Advisors. “WealthFeed automates data aggregation and processing that typically takes our team hours, if not days, to sift through.”
“Wealthbox is excited to announce the integration of WealthFeed into our platform,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “We’re thrilled to offer advisors an enhanced ability to seamlessly manage and use client data. This integration will enable advisors to efficiently track and act on important life events, improving their prospecting and outreach efforts.”
Charlie Fargo, Head of Product Partnerships at Wealthbox
How it works
Once the integration has been enabled, advisors can begin syncing data by navigating to the Discover Money-In-Motion section in WealthFeed. Advisors can then select preset filters that correlate with specific life events including inheritances, moving, becoming a new parent, and selling a business. These filters help identify prospects experiencing these events, enabling advisors to target their outreach effectively and efficiently.
Once the filters have been applied, advisors can export the prospect information from WealthFeed to Wealthbox and unlock key prospect data including names, email addresses, physical addresses, and birthdays. This information is then synced into their Wealthbox account, enabling them to streamline their prospecting efforts and marketing campaigns with up-to-date information.
Learn more about the new Wealthbox + WealthFeed integration today!
Join us for a live webinar on Tuesday, August 6 at 2:00 PM ET to learn more about the integration between Wealthbox + WealthFeed.
