Twenty Over Ten

New Partnership Leverages Prospect And Client Interactions Through Data Synchronization Solution Twenty Over Ten, an industry-leading SaaS company, today announced a new integration with Wealthbox, a modern provider of client relationship management (CRM) solutions for financial advisors. This new integration is a contact sync between Wealthbox and Lead Pilot, where advisors can sync contacts from Wealthbox to Lead Pilot daily to automate their inbound marketing efforts. Marketing Technology News: Modus Create Named a…

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…

CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, today announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten's Lead Pilot customers will be able to seamlessly connect with their Redtail account to easily sync and access their contacts. Unveiled at the T3 Advisor…