Wealthbox + FMG Testimonials

Modern CRM integrated with an automated compliance-driven testimonial platform.

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Overview

FMG Testimonials is a compliance software platform that enables advisors to strengthen their reputation and grow their business by generating a steady stream of client testimonials and Google Reviews. With the FMG Testimonials integration, advisors can automate and streamline the collection of reviews by sending white-labeled, pre-approved feedback requests after each client meeting. This integration ensures that testimonials are gathered effortlessly and compliantly, allowing advisors to focus on building trust while maintaining regulatory standards.

Simplify client feedback collection with the Wealthbox integration, allowing advisors to generate testimonials and reviews effortlessly.

Resources

Recorded webinar

Using AI and Social Proof to Boost Advisor Visibility Online with Testimonial iQ + Wealthbox

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Blog post

Testimonial iQ Partners with Wealthbox to Automate Client Feedback Collection

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Andrew Johnson, CEO at Testimonial iQ
“With the Wealthbox integration, advisors can truly automate the feedback process, generating a steady stream of client feedback with just a click of a button.”

Andrew Johnson, Director of Product Management, FMG Suite

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