Today we’re pleased to officially announce that Sanctuary Wealth has selected Wealthbox as the enterprise CRM of choice for its nationwide partner firms that manage approximately $25 billion in assets.
Headquartered in Indianapolis, Sanctuary Wealth provides a complete technology and operations platform for its hundreds of financial advisors at partner firms across 20 states.
Sanctuary Wealth’s partner firms have transitioned from Salesforce CRM to Wealthbox and are now using Wealthbox enterprise CRM with its multi-workspace configuration. This enterprise feature allows for flexible data management across Sanctuary Wealth’s 50+ firms. The simple drop-down menu gives the home office the ability to switch between different firms’ workspaces in order to provide support, create customized templates, build firm-specific workflows, and more from within Wealthbox.
“Each partner firm in our pilot shared glowing feedback that they preferred Wealthbox over Salesforce, and user adoption increased.”
“Switching to Wealthbox solved the main problem we had with Salesforce, which was user adoption,” said Jack McCormack, Managing Director, Business Integration at Sanctuary Wealth. “When we switched to Wealthbox, our partner firms shared glowing feedback that they preferred the consumerized user experience of Wealthbox over Salesforce. We deeply appreciate the hands-on support from the Wealthbox team and look forward to a long-term partnership.”
“We are thrilled to formally announce Sanctuary Wealth as an enterprise customer,” says Jomin Bishop, VP of Sales at Wealthbox. “Sanctuary has been growing quickly using Wealthbox, and the enterprise CRM features allow their teams to effortlessly scale their operations.”
To learn more about Wealthbox enterprise CRM capabilities, schedule a 1:1 demo today.