Wealthbox has all the tools banks and credit unions need in a CRM.
Contact Management
Activity Streams
Calendar Events
File Storage
Two-Way Email Sync
System Reporting
Desktop & Mobile Apps
Enterprise Ready
Task Management
Automated Workflows
Opportunity Tracking
Visibility Permissions
Portfolio Integrations
Advanced Security
Account Administration
SOC 2 Certified
BNY Mellon’s Albridge platform is relied on by many banks and credit unions for its ability to aggregate multi-custodial, insurance, and direct-to-fund data from hundreds of sources. The Wealthbox integration brings that consolidated view directly into your CRM allowing advisors a holistic view of each client’s assets.
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
Proven CRM technology, trusted by banks and credit unions.
Regardless of the size of a bank or credit union, proper data security internally and for any outside vendors is vitally important. Wealthbox is a SOC 2, Type 2-certified organization, built with 256-bit encrypted SSL, advanced security safeguards, and array of extra security features to protect advisors and user data.
Create customized templates for automated workflows and optimize your business process efficiency.
Connect your email to Wealthbox in a two-way sync for amazing productivity. Open rates, click tracking, blast-outs. It’s all here.
Build and manage your pipeline by stage in a sleek drag-and-drop interface.