Wealthbox + FMG

Modern CRM integrated with digital marketing to take your practice to the next level.

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Overview

FMG is an all-in-one marketing technology platform for financial advisors. The integration with Wealthbox allows users to import, sync, and segment contacts for highly targeted digital marketing campaigns.

At the core of the Wealthbox + FMG integration is a contact sync between Wealthbox and FMG, where advisors can sync contacts from Wealthbox to FMG so FMG can automate its marketing functionality.
With included filters, advisors can sync all contacts from Wealthbox, or a subset of contacts from Wealthbox based on tags. This sync can be configured to run once or at the end of each day, so that contacts can stay up to date in both applications.
Advisors can also choose to push activity in FMG to Wealthbox. When this sync is active, Wealthbox will create a note each time a website form is completed, an email is sent, or someone opts out of your emails
As new leads are captured from FMG they’re automatically pushed to Wealthbox. Advisors can qualify those leads and create opportunities in Wealthbox.

Resources

Recorded webinar

Turning CRM Data into Marketing Results with FMG and Wealthbox

View recording
Dave Christensen
“FMG is thrilled to integrate with Wealthbox––a beautiful and modern CRM––to increase the impact of our advisors’ marketing efforts. CRM software is an essential tool in the modern financial advisor’s toolkit and this integration makes it easier than ever for our advisors to deliver remarkable experiences to even more clients.”

Dave Christensen, Chief Product Officer at FMG

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