Wealthbox + ReachStack

Modern CRM integrated with lead-nurturing technology to grow your practice.

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Overview

ReachStack is an AI powered email communication, content sharing and revenue nurturing platform for Financial Advisors. The integration with Wealthbox allows users to sync contacts from Wealthbox to ReachStack for automated content sharing, revenue nurturing and interest tracking.

Connect your Wealthbox account to automatically pull contacts into ReachStack.
View interests and insights about your Wealthbox contacts within ReachStack.
Learn more about your contacts through aggregated interest reports.

Resources

Recorded webinar

Automated Communication + CRM: A Webinar on the Integration of ReachStack + Wealthbox

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Brendan Kenalty
“We’re excited to collaborate with Wealthbox to make it even easier for advisors to understand and satisfy clients. After connecting ReachStack to their account, advisors will use data driven communication as a growth engine, understanding each contact’s interests and needs, then efficiently delivering more personalized content in self-serve or automated manner.”

Brendan Kenalty, CMO of ReachStack

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