Successful companies around the globe leverage the power of data by integrating their CRM and marketing tools. You too can amp up your marketing by integrating Wealthbox CRM and FMG Suite––the all-in-one, compliant marketing platform complete with beautiful websites, modern marketing tools, and relevant, FINRA-approved content.
By integrating these two solutions that are both designed for financial advisors, you can make customer and prospect communications fast and easy. Advisors can engage audiences with birthday greetings, education on relevant topics, special event invitations and more, staying top-of-mind all year long.
Watch our webinar replay to discover the value of integrating Wealthbox CRM and FMG Suite. You’ll learn how to:
- Seamlessly integrate the two platforms
- Easily keep list segments updated and in sync
- Build targeted and relevant marketing communications
After the webinar, you’ll be able to automate campaigns that deliver the right message, to the right people, at the right time.
For more assistance in integrating Wealthbox with FMG Suite, please read this article in our Knowledge Base.
