Overview
The WealthFeed integration enables advisors to receive real-time insights into significant life events—such as business sales, inheritances, and job changes—that may necessitate updates in financial planning, all through WealthFeed’s AI-powered platform. Additionally, this integration allows advisors to effortlessly export prospect data to their Wealthbox accounts, simplifying marketing and outreach efforts.
🔗 Click Here to Watch How Advisors Use Wealthbox + WealthFeed to Prospect
How to Enable the Integration
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Navigate to the WealthFeed platform.
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Select your desired filters from WealthFeed’s pre-set “money-in-motion” filters.
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Choose the “Export to Wealthbox option to export all prospect data to your Wealthbox account.
How does the WealthFeed Integration Work?
After selecting Wealthbox, the prospect data from WealthFeed will be exported into your Wealthbox account. You will have access to the key prospect data, including names, phone numbers, email addresses, and physical addresses.
Troubleshooting & FAQs
Q: What kind of prospect information is exported to Wealthbox from WealthFeed?
A: When you export from WealthFeed to Wealthbox, key prospect details, such as name, phone number, email address, and physical address, are included in the export.
Q: How do I send prospect data from WealthFeed to Wealthbox?
A: After applying your preferred “money-in-motion” filters in WealthFeed, simply select the “Export to Wealthbox” option. All filtered prospect data will be sent directly to your Wealthbox account.
Q: What types of life events does WealthFeed track?
A: WealthFeed provides real-time insights into major life events like business sales, inheritances, and job changes—making it easier to identify prospects who may benefit from financial guidance.