Financial CRM Wealthbox Increases Customer Engagement with Critical Email Features Powered by the Nylas APIs
Wealthbox
Dan Ferranti
CTO
B2B Case Studies Featuring Wealthbox as the Customer
Explore case studies featuring Wealthbox as the customer — learn how vendors and partners helped Wealthbox solve real business challenges.
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
Case Studies
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