Wealthbox is excited to announce that S.E.E.D. Planning Group has selected Wealthbox as its enterprise CRM platform. The firm will roll out Wealthbox Enterprise to 26 advisors and staff, along with Wealthbox’s AI notetaker, to support firm-wide collaboration, improve visibility into client relationships, and reduce administrative redundancies.
As S.E.E.D. Planning Group continues to grow, the firm sought a CRM that could support consistent processes while remaining flexible enough for advisors’ day-to-day workflows. Wealthbox provides a shared workspace that connects client data, activity tracking, and internal collaboration in one system, helping teams stay aligned without relying on manual updates.
Jeff Chase, Head of Financial Planning at S.E.E.D. Planning Group
“We wanted technology that works in the background and aligns with how we actually serve clients,” said Jeff Chase, Head of Financial Planning at S.E.E.D. Planning Group. “Wealthbox gives us a clear, firm-wide view of our workflows, while the AI notetaker helps ensure important details are captured accurately during meetings. That efficiency frees our planners to spend more time where it matters most – delivering thoughtful, high-touch service to our clients. It’s a win across the board for our team and the clients we serve.”
“S.E.E.D. Planning Group was intentional about finding a CRM that could scale alongside their team,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “With Wealthbox Enterprise and our AI notetaker, they gain better insight into client interactions while giving advisors more time to focus on conversations that drive value.”
Jomin Bishop, VP of Enterprise Sales at Wealthbox
