Wealthbox + Fynancial

Modern CRM integrated with a social financial platform to deliver personalized client experiences

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Overview

Fynancial is a personalized, branded app that integrates traditional wealth management tools with contemporary social engagement features, transforming how advisors interact with clients. With the Fynancial integration, advisors can import contacts and tags into Fynancial and then send client communications back to Wealthbox, where they are logged as client notes tagged from Fynancial.

Advisors can easily connect their Wealthbox account and begin importing contacts and tags.
Advisors can create a custom tag for their notes to ensure all communication is captured in Wealthbox and that it can be easily differentiated from other activity.

Resources

Recorded webinar

How to Drive Intelligent Client Engagement with Fynancial + Wealthbox

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Blog post

Fynancial Partners with Wealthbox to Elevate Client Interactions

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Tim Fields
“Fynancial’s integration with Wealthbox empowers RIAs to streamline their operations and enhance client interactions while keeping their CRM as the system of record.”

Tim Fields, CEO at Fynancial

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