How Advisors Use Levitate + Wealthbox to Create Customer Happiness With AI

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Watch this previously recorded live webinar to see how the Levitate + Wealthbox integration helps advisors streamline client communication through email, text messaging, social media, and more. This webinar will cover:
  1. How Levitate’s client happiness platform helps advisors build and maintain authentic relationships with their clients.
  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 bidirectional sync between Levitate + Wealthbox allows advisors to streamline their personalized client communications.
  4. The benefits of the Levitate and Wealthbox integration, and how to get started with ease.


Crystal Ricevuto

VP of Marketing


Jenna Ghibaudy

Product Specialist


“Using state-of-the-art technology to improve client relationships for financial advisors is a core of what both Levitate and Wealthbox do, and this partnership helps further that mission. With key facts and information now being automatically updated between to the two platforms, our mutual customers will be able to focus on forming and nurturing relationships – the foundation of success for any financial advisor.”

Nancy Slane

VP of Product Experience

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