For WealthBox CRM Users Content Sharing, Email Marketing Automation and Revenue Nurturing
Send personalized news & information with one click.
90% of Wealth Clients say frequent, personalized communication is #1 reason they make a Referral*
ReachStack helps advisors increase personalized client communication by 16X with an easy to use, FINRA compliant email communication service that uses proprietary interest tracking and AI powered content matching technology to understand and satisfy each client's information needs.
Automate your Retargeting and Revenue Nurturing.
Retargeting based on interests increases Sales conversion by 43%**
With ReachStack, Advisors accelerate Revenue growth by automatically identifying each prospect and client's top areas of interest, then turning on Automated Revenue Nurture sequences designed to educate, engage and help close sales.
You get results in 3 simple steps
ReachStack's fully managed service does all the work
Connect your WealthBox Account
Approve your recommended Content Sharing
Action your Revenue Opportunity Hot List
Our content partners
We provide a robust mix of content from original sources.