Overview
The integration between Wealthbox and FMeX (Financial Media Exchange) allows financial advisors to seamlessly access, customize, and distribute high-quality marketing content directly within Wealthbox. This enhances client engagement by streamlining content marketing efforts alongside client relationship management.
Key Features
- Access a library of curated financial content from FMeX within Wealthbox.
- Easily share articles, newsletters, and social media posts with clients.
- Personalize and brand content before distributing it.
- Track engagement and interactions with shared materials.
How to Enable the Integration
The FMeX integration with Wealthbox is enabled on the FMeX end.
- Log in to your FMeX account.
- Navigate to the integration settings: Look for the "Integrations" or "Applications" section in the settings menu.
- Locate Wealthbox: Search for Wealthbox in the list of available integrations.
- Enable the integration: Click on "Enable Integration" for Wealthbox.
- Authenticate: Follow the prompts to authenticate and connect your Wealthbox account by entering your credentials.
- Configure settings: Adjust the settings as needed to sync data between FMeX and Wealthbox.
How Does the Wealthbox & FMeX Integration Work?
Advisors can seamlessly browse and select financial content within Wealthbox from FMeX’s extensive library, gaining access to a wide range of resources tailored for client engagement. This content can be customized to fit specific needs and distributed directly through various communication channels, ensuring effective outreach. However, it's important to note that data does not flow between Wealthbox and FMeX beyond content access, meaning there is no direct CRM data synchronization between the two platforms.