Wealthbox + Econiq

Modern CRM integrated with virtual meetings to revolutionize client interactions!

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Overview

Econiq’s virtual meeting platform, The Conversation Hub, revolutionizes the way meetings are conducted. The bidirectional integration between Wealthbox and The Conversation Hub seamlessly syncs Contacts, Tasks, Events, Notes, Opportunities and Workflows between both tools.

Seamlessly transfer contact and household data from Wealthbox to The Conversation Hub.
Seamlessly transfer contact and household data from Wealthbox to The Conversation Hub.

Resources

Recorded webinar

How Advisors Use Econiq + Wealthbox to Maximize Client Meeting Presentations

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Blog post

Econiq Partners with Wealthbox to Maximize Client Meeting Presentations

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Jim Callan, founder & CEO of Econiq.
“Integrating The Conversation Hub with Wealthbox is a game-changer for financial advisors. By combining the power of our immersive meeting experience with Wealthbox’s robust CRM capabilities, we are empowering advisors to run more effective and efficient virtual meetings.”

Jim Callan, Founder & CEO at Econiq

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