Get started with Wealthbox + FMG
Modern CRM integrated with digital marketing to take your practice to the next level.
Modern CRM integrated with digital marketing to take your practice to the next level.
Overview
FMG is an all-in-one marketing technology platform for financial advisors. The integration with Wealthbox allows users to import, sync, and segment contacts for highly targeted digital marketing campaigns.
At the core of this new Wealthbox + FMG integration is a contact sync between Wealthbox and FMG, where advisors can sync contacts from Wealthbox to FMG so FMG can automate its marketing functionality.
With included filters, advisors can sync all contacts from Wealthbox, or a subset of contacts from Wealthbox based on tags. This sync can be configured to run once or at the end of each day, so that contacts can stay up to date in both applications.
As new leads are captured from FMG they’re automatically pushed to Wealthbox. Advisors can qualify those leads and create opportunities in Wealthbox.
“FMG is thrilled to integrate with Wealthbox––a beautiful and modern CRM––to increase the impact of our advisors’ marketing efforts. CRM software is an essential tool in the modern financial advisor’s toolkit and this integration makes it easier than ever for our advisors to deliver remarkable experiences to even more clients.”
Dave Christensen
Chief Product Officer at FMG
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