Integrations /Communication Tools
Get started with Wealthbox + Econiq
Modern CRM integrated with virtual meetings to revolutionize client interactions!
Integrations /Communication Tools
Modern CRM integrated with virtual meetings to revolutionize client interactions!
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.Resources
“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
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
