Integrations /Marketing Tools

Get started with Wealthbox + TIFIN Clout

Send contact data from Wealthbox to TIFIN Clout’s content marketing platform.

Overview

TIFIN Clout’s command center empowers a centralized marketing team to unleash growth campaigns for their sales and advisor teams. The integration with Wealthbox allows advisors to send contact data from Wealthbox to TIFIN Clout’s content marketing platform.

Connect your Wealthbox account to TIFIN Clout and import clients with the click of a button.

Resources

Blog Post

“With the Wealthbox integration, we now make it easier than ever before for our mutual users to quickly import their contacts from Wealthbox onto the TIFIN Clout platform. This empowers financial advisors to engage these contact with personalized content marketing to strengthen relationships and enhance their clout with key clients and prospects.”

Jack Swift

President and CRO of TIFIN

Get started with Wealthbox + TIFIN Clout

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