Blog/ Product & Company

Wealthbox Selected by Seasons of Advice for Firmwide CRM Software Implementation

June 6, 2024

Wealthbox + Seasons of Advice Wealth Management

Wealthbox announced a new firmwide enterprise CRM agreement with Seasons of Advice Wealth Management, a prominent New York advisory firm. Seasons of Advice Wealth Management’s decision to implement Wealthbox CRM underscores its commitment to equipping its advisors with top-tier, modern technology.

Christopher ConigliaroChristopher Conigliaro, President at Seasons of Advice Wealth Management

“We are thrilled to partner with Wealthbox to enhance our client relationship management capabilities,” said Christopher Conigliaro, President at Seasons of Advice Wealth Management. “Wealthbox’s innovative CRM platform will enable us to serve our clients better and streamline our operations. Integrating this modern CRM can ensure more efficient client interactions and data management, improving client satisfaction and retention.”

Jomin BishopJomin Bishop, VP of Enterprise Sales at Wealthbox

“Partnering with Seasons of Advice Wealth Management marks an exciting milestone in our growth journey at Wealthbox,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “This collaboration highlights our dedication to enhancing the advisor experience for large firms and signifies another step forward in our mission to drive growth through strategic partnerships.”

Wealthbox has recently secured partnerships with several major advisory firms, positioning the platform for substantial growth, driven by the continuous introduction of new features and strategic relationships. This collaboration highlights the growing trend of advisory firms adopting advanced CRM solutions to enhance client engagement and operational efficiency.

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