“What am I missing?”

We engage in some playful banter with our respected rivals.

January 1, 2018


We blue_heart Competitors!

Enjoy a light-hearted parody video that playfully reflects the tough but fun competition in the wealth-tech CRM space. This spoof of a decade-old Apple campaign is all in good fun! Hey, as we’ve said before, were it not for Salesforce CRM, who paved the way for the adoption of web-based CRM, we wouldn’t be here today. Hat tip to them and also to the folks at Redtail CRM!

Wealthbox is the Official CRM of Simplicity