Get started with Wealthbox + Yext Relate
Modern CRM integrated with compliant texting, voice, and workflow automation.
Modern CRM integrated with compliant texting, voice, and workflow automation.
Overview
Yext is a platform that powers compliant client engagement through text messaging, voice, and workflows. With the Yext integration, advisors can automatically sync contacts and capture communication history—like text messages and voice calls—directly within Wealthbox, ensuring a complete and compliant record of client interactions.
Automatically log text messages and voice calls from Yext Relate in Wealthbox.“Connecting Yext Relate and Wealthbox gives financial professionals more time to focus on building strong client relationships.”
Chris Brownlee
SVP Product at Yext
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