Today we’re happy to announce that Wealthbox has been selected by Infinex Financial Group to offer Wealthbox as an approved CRM choice for Infinex advisors across the nation. Infinex advisors can now use Wealthbox online workspaces to manage client relationships, organize tasks and workflows, and communicate efficiently with staff and clients.
“Partnering with Wealthbox CRM is part of our continued effort to provide best-in-class technology to the financial institutions we serve.”
—Stephen Amarante, Infinex President and CEO
The Wealthbox CRM application has also been integrated with the Infinex technology platform that services their financial advisor users. Advisors at individual banks now have the ability to use Wealthbox to manage relationships with their clients when selling services to their prospective clients and maintaining relationships with existing clients. The integration between Infinex and Wealthbox will allow users of Infinet to seamlessly sign in to Wealthbox from Infinet via SSO (single-sign-on) without having to enter their Wealthbox username and password.
“We’re delighted to have Wealthbox CRM as an option for our financial advisors to help manage their client relationships,” said Stephen Amarante, Infinex President and CEO. “Partnering with Wealthbox is part of our continued effort to provide best-in-class technology to the financial institutions we serve.”
Join the Webinar!
Infinex and Wealthbox will be jointly hosting a live webinar and Wealthbox demo on March 31, 2020 at 2:00 pm ET for financial advisors in the Infinex community. Interested advisors can register here for the webinar.
In 2018, Infinex celebrated its 25th anniversary as an independent broker/dealer focused on serving the investment, insurance and wealth management needs of financial institutions. Currently, Infinex supports over 220 community-based programs and more than 650 advisors. The firm, headquartered in Meriden, Connecticut, has a unique history of being formed by financial institutions, owned by financial institutions and focused on providing service to financial institutions. Team Wealthbox is super excited to bring our powerful yet easy-to-use CRM technology to the Infinex community.