Integrations /Communication Tools

Get started with Wealthbox + benjamin

Modern CRM integrated with AI-driven workflow automation for the win!

Overview

benjamin is the financial industry’s first ever business support system driven by AI which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. The integration with Wealthbox allows users to automatically send info between Wealthbox and benjamin.

Wealthbox contact details are automatically pulled into benjamin so that automated messages can be personalized.

“With an innovative focus and a desire for open architecture, Wealthbox is allowing technologies like benjamin to integrate and expand the value of our products for financial advisors.”

Matthew Reiner

CEO of benjamin

Get started with Wealthbox + benjamin

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