Get started with Wealthbox + Lead Pilot
Modern CRM integrated with personalized content marketing.
Modern CRM integrated with personalized content marketing.
Overview
Lead Pilot enables advisors to create content or tailor content from a robust library, schedule and post directly to major social media channels, create email campaigns and launch brand-centric landing pages all of which are automatically archived to meet industry compliance standards. The integration with Wealthbox allow users to sync clients and prospects in Wealthbox and send to Lead Pilot with a single click.
Automatically import clients from Wealthbox into Lead Pilot.
Client details are pulled from Wealthbox and displayed in Lead Pilot.
Resources
“Data integrations like this with Wealthbox are truly the key to productivity for advisors.”
Ryan Russell
Co-Founder, Twenty Over Ten
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
