Wealthbox is excited to announce that Responsive is the newest addition to the Wealthbox partner ecosystem. Responsive is an advice and client engagement platform that helps advisors be more productive by accelerating information gathering through AI technology. The Wealthbox integration with Responsive includes a bidirectional data sync to keep client information consistent across platforms.
How it works
Responsive pulls in Wealthbox contact data, including household information, in real time. Client records and households are then synced between the two platforms. If Responsive detects missing data, it will prompt the user to fill in the blanks.
Contact information is then updated on the Wealtbox Contact record and on the Prioritize dashboard in Responsive.
“Responsive is proud to partner with Wealthbox to provide insightful alerts, advisor actions, and suggestions for contact record updates, so that advisors can see more, know more, and do more for clients,” said Day Wachell, CEO of Responsive. “With Responsive, Wealthbox becomes an even more powerful tool to capture revenue opportunities and improve client financial wellness.”
“It’s not easy to keep client data matching and updated in all of the different tools an advisor uses to run their business,” said Erin Bickford, VP of Marketing at Wealthbox. “The integration between Wealthbox and Responsive helps streamline this process, keeping an advisor’s client data in sync.”
Start using this new Wealthbox integration today!