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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.
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“Connecting Yext Relate and Wealthbox gives financial professionals more time to focus on building strong client relationships.”
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