Get started with Wealthbox + Corporate Merch
Modern CRM integrated with high-quality corporate gifting.
Modern CRM integrated with high-quality corporate gifting.
Overview
Corporate Merch specializes in small-order, high-quality, branded gifts, with products ranging from custom embroidered apparel to full-color tech items and laser-engraved drinkware. The Corporate Merch integration enables advisors to sync their contact data from Wealthbox into the Corporate Merch platform. This will then update the Contact Record in Wealthbox with the gift details, giving advisors a simple and effective way to build client relationships.
Navigate to any Wealthbox Contact Record and select Corporate Merch from the “Send To” dropdown menu.
Simply select the pieces of branded merchandise that best suit your clients and sync gift information back to the Wealthbox Contact Record.
“Corporate Merch is excited to partner with Wealthbox to give financial advisers an easy and efficient way to order gifts for their clients.”
Daniel Spirgel
Founder at Corporate Merch
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