Integrations /Marketing Tools

Get started with Wealthbox + Financial Media Exchange (FMeX)

Modern CRM integrated with content marketing for the win!

Overview

FMeX offers the world’s largest content library built exclusively for the financial services industry with a single goal of helping financial professionals provide personalized communications in order to enhance client relationships and increase sales. The integration with Wealthbox allows users to easily connect with quality content in the FMeX libraries.

Send Wealthbox contacts to FMeX with the click of a button.

Get started with Wealthbox + Financial Media Exchange (FMeX)

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