Today, Wealthbox is excited to announce an integration with ReferTrac, a referral management software, that streamlines and automates referral processes for financial institutions and financial advisors. ReferTrac provides customized referral forms, referral tracking, automated reporting and more.
The integration between Wealthbox and ReferTrac eliminates duplicate data entry by syncing prospect data across both platforms. Based on ReferTrac data, opportunities are created within Wealthbox to track referral progress and outcomes. Tags are also generated on a contact record within Wealthbox to show which referrals have been qualified.
How it works
Setting up the integration is easy. Simply connect your Wealthbox account from the “Integrations” tab within the “Settings” menu in the ReferTrac dashboard.
Then select what referrals you want synced with Wealthbox by choosing the branches you want to sync.
Once the integration is setup, opportunities and prospect referrals will automatically be created in Wealthbox based on the integration settings within ReferTrac. Your referrals will be synced and tracked within both platforms without duplicate data entry.
“The integration between ReferTrac and Wealthbox is a powerful way for wealth management groups in financial institutions to sync, track and report on referrals,” said Jeremy Tyler, CEO at ReferTrac. “This empowers advisors in banks and credit unions to grow an effective referral program.”
“The referral process can sometimes be time consuming, which is not ideal for a busy advisor,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “ReferTrac’s integration with Wealthbox makes it easy to track the referral process all from within the advisor’s CRM.”
Enable the integration today to start taking advantage of the ReferTrac platform!