Wealthbox is excited to announce a new enterprise CRM agreement with WNY Asset Management, a comprehensive wealth management firm based in Buffalo, New York. This enterprise agreement brings Wealthbox to 30 users across WNY’s advisory, investment, tax, and operations teams.

With a growing client base and a commitment to delivering integrated, high-touch financial services, WNY Asset Management sought a CRM platform that could better support firmwide efficiency and advisor productivity. The firm selected Wealthbox for its intuitive user experience, flexible workflow automation, and seamless onboarding process. Wealthbox’s modern design and enterprise-ready features make it easier for advisors and staff to stay organized, collaborate across teams, and deliver an exceptional client experience.

Nick Scibilia, Chief Operations Officer at WNY Asset Management

“We needed a CRM that was intuitive for our team and flexible enough to support how we work,” said Nick Scibilia, Chief Operations Officer at WNY Asset Management. “Wealthbox makes it easier to manage client relationships, streamline internal processes, and stay focused on delivering high-quality service.”

“Wealthbox’s modern CRM platform stood out to WNY Asset Management because it offers the ease of use and workflow capabilities their growing firm needs,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “We’re proud to support their team with a scalable solution that simplifies operations and enhances advisor productivity.”

Jomin Bishop, VP of Enterprise Sales at Wealthbox