Twenty Over Ten Launches Integration With Wealthbox to Save Financial Advisors Time, Maximize Lead Generation, Strengthen Relationships And…
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.
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