Today we’re happy to announce a new partnership with Clout, a content marketing platform that enables digital and social media sales engagement.
(Advisors: Sign up to the webinar hosted by Wealthbox and Clout that demonstrates the integration.)
Clout’s AI-powered marketing platform provides financial professionals the ability to discover, curate, and deliver hyper-personalized, compliant content to their clients, thereby deepening relationships and driving revenue. With this integration, Clout users will be able to pull in their contact records from Wealthbox and add those contacts to marketing campaigns.
“With our latest integration with Wealthbox, we now make it easier than ever before for our mutual users to quickly import their contacts from Wealthbox onto the Clout platform,” said Jack Swift, CEO of Clout. “This empowers financial advisors to engage these contact with personalized content marketing to strengthen relationships and enhance their clout with key clients and prospects.”
“Clout’s unique and innovative approach to content marketing represents a fantastic fit in integrating with Wealthbox CRM for our mutual customers,” said Jomin Panicker, Director of Sales for Wealthbox. “We’re delighted to have Clout join the growing Wealthbox community of leading wealth-tech vendors to help advisors help their clients.”