Wealthbox is excited to announce an integration with Yext Relate, a product that powers compliant client engagement through text messaging, voice, and workflows. With the Yext Relate integration, advisors can automatically sync contacts and capture communication history—like text messages and voice calls—directly within Wealthbox, ensuring a complete and compliant record of client interactions.

Chris Brownlee, SVP Product at Yext

“Connecting Yext Relate and Wealthbox gives financial professionals more time to focus on building strong client relationships,” said Chris Brownlee, SVP Product at Yext. “This integration ensures compliance and CRM accuracy are never compromised.”

“This integration with Yext Relate enables advisors to communicate with clients through modern channels like text and voice, automatically capturing those interactions in Wealthbox,” said Charlie Fargo, Head of Partnerships at Wealthbox. “It not only enhances productivity and transparency but also reinforces the role of Wealthbox as the central hub for compliant client engagement.”

Charlie Fargo, Head of Partnerships at Wealthbox

How it works

The Yext Relate integration with Wealthbox makes it easy for financial advisors to maintain accurate, compliant, and up-to-date client communication records. Once connected, Wealthbox contacts are seamlessly and continuously synced to Yext Relate, eliminating the need for manual updates and ensuring consistency across platforms. Any text messages or voice calls made through Yext Relate are automatically logged in the corresponding Wealthbox contact record, giving advisors a centralized view of all client interactions.

These records are time-stamped and securely stored, helping firms meet compliance requirements and stay audit-ready. The integration is simple to set up, and the ongoing sync works in the background, allowing advisors to focus on client relationships without the added burden of managing data across systems.

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