Wealthbox + Fispoke

Modern CRM integrated with private banking solutions.

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Overview

Fispoke is a technology platform designed to help financial advisors strengthen client relationships and deliver a more comprehensive wealth experience. Fispoke enables advisors to offer clients a suite of sponsored private banking products—including FDIC-insured high-yield savings accounts, residential mortgages, advisor-branded credit cards, securities, and insurance-backed lines of credit, commercial loans, and advisor financing. With the Fispoke integration, advisors can pre-fill client deposit and lending applications directly from their Wealthbox contact data, streamlining account setup and reducing manual entry errors.

Sync your Wealthbox Contacts, on demand, with Fispoke in just one step.
When advisors create new account applications, their Wealthbox contact data is automatically populated, ensuring accuracy.

Resources

Recorded webinar

How Advisors Use Fispoke + Wealthbox to Streamline Private Banking for Clients

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Blog post

Fispoke Partners with Wealthbox to Streamline Account Applications for Advisors

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Robert Clare
“The Wealthbox integration enables advisors to seamlessly enroll clients in the account opening process and monitor progress, delivering a first-class experience.”

Robert Clare, CEO & Founder at Fispoke

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