Wealthbox is pleased to announce the addition of Atlas Point to our fintech partnership ecosystem today! Atlas Point is a behavioral science and analytics platform that provides advisors with a better way to understand their clients’ fears and behaviors through backed insights, resulting in more personalized client communication.
The integration with Wealthbox connects personas and behavioral biases uncovered with Atlas Point’s Financial Virtues™ behavioral survey to existing Wealthbox contacts. In addition to automatically applying tags to a contact, the integration creates a contact note for each completed response with links to the client and financial professional reports generated from the survey.
How It Works
When a client takes an Atlas Point behavioral survey, they will be assigned an investor profile. In the example below, the client has been assigned a “Purple Bull” profile.
Atlas Point will send the survey results directly into Wealthbox. The client contact record in Wealthbox will also be tagged with personality traits that will help the advisor in future client engagement.
All of these Atlas Point insights are automatically populated in Wealthbox, saving advisors time and giving them information to better serve their clients.
“Atlas Point is excited to partner with Wealthbox to make accessing and applying our client-ready behavioral survey easy,” said Kenny Mobley, Co-founder and COO of Atlas Point. “Integrating with Wealthbox’s easy to use interface helps us achieve our goal of making financial conversations more personal and personalized.”
“Integrating with Atlas Point demonstrates Wealthbox’s commitment to align with new and innovative technologies in the fintech space. We know that advisors are eager to create a more personalized client experience and this integration makes that possible, all from within Wealthbox.”