live Webinar Integration Demos

How Advisors Use Corporate Merch + Wealthbox to Strengthen Client Relationships Through Gifting

Tuesday, Jul 22, 2025 at 2:00 PM ET

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Learn how financial advisors use Corporate Merch and Wealthbox to send branded swag that leaves a lasting impression. Discover how the integration streamlines the gifting process—directly from your CRM—with no order minimums and no manual work.

This webinar will cover:

  1. How Corporate Merch enables advisors to send premium, co-branded gifts without order minimums
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before
  3. How the integration makes it easy to send gifts by syncing contact data directly from Wealthbox
  4. The benefits of the Corporate Merch and Wealthbox integration, and how to get started with ease

Speakers

Lexie Schultz

Project Manager

Corporate Merch

Chris Kopanski

Head of Customer Education

Wealthbox

“Corporate Merch is excited to partner with Wealthbox to give financial advisers an easy and efficient way to order gifts for their clients.”

Daniel Spirgel

Founder at Corporate Merch