Wealthbox + TIFIN Clout

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

Get Started Free

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 to curate email lists and segments with the click of a button.
Connect your Wealthbox account to TIFIN Clout to curate email lists and segments with the click of a button.
Once imported, create and send personalized campaigns to lists and segments of contacts.
Once imported, create and send personalized campaigns to lists and segments of contacts.

Resources

Recorded webinar

CRM and Personalized Marketing: A Webinar on the Integration of Wealthbox + Clout

View recording

Blog post

Clout Partners with Wealthbox for Content Marketing Integration

Read more
AJ Boury, Chief Operating Officer, TIFIN Wealth
“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 contacts with personalized content marketing to strengthen relationships and enhance their clout with key clients and prospects.”

AJ Boury, Chief Operating Officer, TIFIN Wealth

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo