Positivly Partners with Wealthbox to Streamline Client Profiling and Drive Engagement | Wealthbox CRM

Blog/ Partner Updates

Positivly Partners with Wealthbox to Streamline Client Profiling and Drive Engagement

September 24, 2020

Let’s get personal…

Today we’re happy to announce a new partnership with Positivly, a personalized investment matching and relationship platform. Built with the world’s first financial personality test, Positivly uncovers unique and sometimes hidden truths of what drives a client to invest.

(Advisors: Sign up to the Wealthbox + Positivly webinar to learn more about this new integration.)

Through this new integration, financial advisors are able to import contacts from Wealthbox to quickly and easily invite prospects and clients to take the test.

Iain Gillespie, Co-Founder & Chief Product Officer of Positivly

“Positivly is excited to join Wealthbox’s growing ecosystem of technology providers serving financial advisors, says Iain Gillespie, Co-Founder & Chief Product Officer of Positivly. He added, “With this integration our mutual advisor clients can benefit by seamlessly connecting their CRM with Positivly to quickly invite their prospects and clients to take the world’s first financial personality test. By obtaining these deeper insights, we help advisors shift from ‘functional’ client-advisor investment dialog to highly personalized, outcome-oriented conversations based on their clients’ unique profile.”

“Positivly’s unique and innovative approach of incorporating psychology into the wealth management process represents a fantastic fit in integrating with Wealthbox CRM for our mutual customers,” said Ernie Lacroix, Director of Partnerships at Wealthbox. “We’re delighted to have Positivly join the Wealthbox community.”

Join the Webinar

Interested advisors are invited to register for a live webinar on September 30th at 2:00PM ET to learn how the Wealthbox integration with Positivly helps engage clients in conversations rooted in the psychology of investing. Sign up now!

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