Blog/ Partner Updates

SmartAsset Partners with Wealthbox

Lead-generation and CRM will help financial advisors convert new prospects to clients.

April 18, 2018

We’ve been working on developing lead-generation processes for wealth-tech marketing partners and financial media companies to efficiently route new prospect information – from investing consumers asking questions online – into Wealthbox CRM for advisors to then engage and manage client conversion workflows.

In this initiative, we’re happy to announce today a marketing and integration partnership with SmartAsset and their fast-growing “SmartAdvisor” service to help advisors grow their businesses by introducing them to prospective clients in need of financial planning services. We hosted a joint webinar to showcase the lead-generation features of this new partnership.

You’re probably familiar with SmartAsset by seeing their online calculators that simulate financial decision making in the world of financial planning based on their automated financial modeling software. SmartAsset’s new SmartAdvisor service is a complementary lead-generation system which connects financial advisors to potential clients and it has been growing by leaps and bounds. The integration between Wealthbox and SmartAsset will simplify lead-generation and speed up contact times to help advisors efficiently engage with prospective new clients.

Michal Carvin, the CEO of SmartAsset says, “We created SmartAdvisor to connect consumers with financial advisors. It is a cost-efficient way for financial advisors to find new clients online supported by our white-glove concierge service. In our new partnership with Wealthbox, we’re expanding that mission directly into our financial advisors’ day-to-day practice management.”

Advisors, learn more! Watch the webinar about the new lead-generation service from SmartAsset integrated with Wealthbox CRM.

Try Wealthbox now.

Super fast, simple signup. No credit card required.

Start Free Trial

Need a demo?

Join a live demo of Wealthbox with Q&A.

Book a Demo