Webinar: Add ReachStack to your Wealthbox CRM and grow Revenue faster

weallth box reachstack integration

In case you missed it, or want to watch it again.

Here is the replay of July 20, 2022 webinar highlighting how WealthBox users can grow revenue faster, by easily adding ReachStack data driven communication & client intelligence.

See how Wealthbox users leverage ReachStack’s unique contact interest tracking to quickly understand and action the revenue opportunities in their contact database.

  • See your “Hot List” of most interested contacts
  • See exactly what product, service or topic that contact is interested in talking to you about

Chris Kopanski | Senior Product Specialist


Neil Kapasi | Business Development


Neil Kapasi headshot

About ReachStack

Reachstack is a data driven client intelligence, communication and automation platform for Financial Advisors and sales professionals. We make it easy and efficient for advisors to use personalized, strategic communication and content sharing as growth driver for their business. ReachStack plugs right into an Advisor’s CRM dashboard to provide actionable insight and revenue nurturing options at the contact level. Current integrations include Salesforce, Redtail, Wealthbox and Microsoft Dynamics. Coming soon are Practifi and XL8R.


Thinking about taking the next step?