Inbound Marketing & CRM
Today we’re happy to announce a new partnership with Twenty Over Ten and their new inbound marketing solution called Lead Pilot to drive qualified prospects for financial advisors through personalized content marketing.
“We’re incredibly excited to add Wealthbox…”
—Ryan Russell, Twenty Over Ten
Through this new integration, financial advisors can sync their clients and prospects in Wealthbox CRM to Lead Pilot with a single click. Once connected, data along with traditional contact information is automatically synced from Wealthbox to Lead Pilot, eliminating the need to manually import and export contacts between the two systems.
“Data integrations like this with Wealthbox are truly the key to productivity for advisors,” said Ryan Russell, co-founder of Twenty Over Ten. “We are incredibly excited to add Wealthbox as a leading tech tool to the Lead Pilot arsenal to enhance our users’ experience and streamline their marketing efforts for efficiency,” said Ryan Russell, co-founder of Twenty Over Ten.
Join the Webinar
How to Use Lead Pilot + Wealthbox CRM to Boost Productivity and Lead Gen
Join us on Thursday, May 14th at 3pm ET to learn how to use inbound marketing best practices to propel growth and drive qualified leads. You’ll learn how to Improve engagement and manage your prospects and leads efficiently through hyper-personalized content and touchpoints with Wealthbox and Lead Pilot’s new integration.
- How to connect Wealthbox to your Lead Pilot account
- The best way to build lists and segments in Lead Pilot to send hyper-personalized communications
- How to personalize and customize content through small tweaks (to subject lines, headlines and body copy) for optimal engagement