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.
“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.”
CMO of ReachStack