Webinar: How to easily add Automated Communication to your Wealthbox CRM

Webinar Wealthbox summary Jul 20 2022

Join us to learn how to easily add automated, data driven client email communication and content sharing to your practice directly from your Wealthbox CRM.

Join us for a live webinar Wednesday July 20, 2022 at 2pm EST to discover how to easily sync contacts between your Wealthbox CRM and ReachStack for automated content sharing, revenue nurturing and interest tracking.

3 benefits of attending this Webinar:

  1. Increase your Effectiveness – How Wealthbox’s advisor friendly focus helps manage your business
  2. Save time – See ReachStack’s Done-for-Me client communication service works
  3. Grow your Business faster – See how ReachStack’s contact profiling tells you who to talk to each day, and what they want to discuss

Click on image below to sign up now.

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.

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