Documentation Automation & CRM
Today we’re happy to announce a new partnership with Pulse360, a new hassle-free documentation solution to help advisors save time on documentation while focusing on a superlative customer experience.
Pulse360 noted in their blog post about the integration:
By combining the technology of Pulse360 and Wealthbox you have the perfect solution when it comes to alleviating time-wasting meeting documentation and having those populated within Wealthbox.
Anand Sheth, CEO and Co-Founder of Pulse360 said, “I am excited to work with Wealthbox to create this deep integration to help all financial advisors deliver documented advice to their clients, especially at a time like this where your clients depend on you. Wealthbox has been a great partner and we are just getting started – we are focused on bringing the next level of efficiency for all of your practices.”
Through this new integration, financial advisors can sync information between Pulse360 and Wealthbox that’s relevant to the pre/post meeting documentation process:
- The direct connection between Pulse360 and Wealthbox syncs all client contact information including names, addresses, emails and dates of birth
- Future appointments – including dates and times will also sync. Review meeting information will transfer effortlessly over.
- Information will be synced continuously
- Once your meeting is over, your meeting notes get posted as ‘notes’ in Wealthbox