Blog/ Product & Company

Wealthbox Announces Enterprise Agreement for Firmwide CRM Implementation with Accurate Advisory Group

January 24, 2024

Wealthbox + Accurate Advisory Group

Today, Team Wealthbox announced a new firmwide CRM agreement with Accurate Advisory Group, a Florida firm with 30 CRM users and over 5,000 customers served.

Wealthbox, having recently announced several new agreements with large advisory firms, is positioned for significant growth in 2024 and beyond, with new features and partnerships being announced regularly. Accurate Advisory Group’s selection of Wealthbox as its firmwide CRM shows that the firm is motivated to provide best-in-class, modern technology to advisors.

Duane Mercer,
Chief Information Officer of Accurate Advisory Group

“We are thrilled to embark on this strategic partnership with Wealthbox for a firmwide CRM implementation,” said Duane Mercer, Chief Information Officer of Accurate Advisory Group. “Accurate Advisory Group is dedicated to staying at the forefront of technological advancements to better serve our clients and advisors. Wealthbox’s innovative CRM platform aligns with our commitment to providing exceptional client experiences and streamlining operational processes. We believe this collaboration will enhance our overall efficiency and contribute to the continued success of Accurate Advisory Group.”

Jomin Bishop, VP of Enterprise Sales at WealthboxJomin Bishop,
VP of Enterprise Sales
at Wealthbox

“This agreement solidifies Wealthbox and Accurate Advisory Group’s shared commitment to helping advisors provide excellent client experiences,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “We look forward to supporting Accurate Advisory Group’s continued success.”

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