Financial Advisors

Wealthbox CRM now allows advisors single sign-on to view account balances held at Schwab Wealthbox, a leading CRM software product designed for financial advisors, announced integration with Schwab Advisor Center. Marketing Technology News: Hootsuite Partners with Pride At Work Canada to Advance LGBTQ2+ Inclusion The new integration between Wealthbox and Schwab allows advisors using Wealthbox to seamlessly log into Schwab Advisor Center with single sign-on from their Wealthbox accounts. Wealthbox CRM users can now…

Altruist, a fully integrated digital investment platform for financial advisors and their clients, names Zach Pentel, former Head of Global Brand Strategy at Spotify, to its executive team as Chief Marketing Officer. In this newly created role, Pentel will help scale Altruist’s brand and marketing organization to amplify their mission of making financial advice better and more accessible for everyone. Pentel's experience building successful consumer brands will be critical in Altruist's long-term strategy to…

Like many other business transactions during the coronavirus pandemic, mergers and acquisitions (M&As) have been impacted by the need to cut back on operational spend with executives looking internally at the health of their own organizations. There’s no denying that it’s been a tough year for growth and expansion. According to a Harvard Business Review survey earlier in the year, more than half of respondents (51%) said they were looking at a “temporary pause” of deal activity to review how long recovery might take.…

New Referral Program Provides A Mutually Beneficial Way to Enable Financial Advisors to Experience the First Inbound Marketing SaaS Solution for Financial Advisors Twenty Over Ten, an industry-leading SaaS company, announced the launch of the Lead Pilot ambassador program. The program was launched to better support and incentivize marketing agencies, consultants, and others who work directly with financial advisors and insurance professionals on marketing and lead generation. Unveiled at the T3 Advisor Conference in…

Turnkey system offers prepared scripts, ready-made branded landing pages to host video communications from the advisor, and coordinated emails to promote the important messages to clients and prospects Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has released its new tool for bi-weekly video marketing. The "Personal Connection Video" series is offered at no additional cost to current subscribers. The tool includes a prepared script, a ready-made branded landing page to…