Fispoke enables advisors to offer clients a suite of sponsored private banking products—including FDIC-insured high-yield savings accounts, residential mortgages, advisor-branded credit cards, securities, and insurance-backed lines of credit, commercial loans, and advisor financing. With the Fispoke integration, advisors can pre-fill client deposit and lending applications directly from their Wealthbox Contact data, streamlining account setup and reducing manual entry errors.

Key Features

• Contact Syncing: Easily synchronize contact information between Wealthbox and Fispoke to ensure consistent and up-to-date client records.
• Automated Background Syncing: Data from Wealthbox syncs to the Fispoke platform automatically in the background after logging into the system. After logging into the system, the user also has the ability to sync on demand if they feel it is necessary. 
• Automated Form Filling for account applications: When advisors create new account applications, their Wealthbox Contact data is automatically populated, ensuring accuracy. This reduces the number of not-in-good-order (NIGO) application rejections to virtually zero.

How to Enable the Fispoke Integration with Wealthbox

1. During the advisory firm’s implementation, the Fispoke Customer Support team enables the connection to Wealthbox.
2. Once enabled, the Wealthbox icon displays as a button on the Clients > CRM Client’s page in the Fispoke application.

3. Click the Wealthbox icon button to log in to your Wealthbox account.

   

    

4. After logging into your account, your Wealthbox contacts are automatically synced to the Fispoke app.

Troubleshooting & FAQs

Q: What data is synced between Wealthbox and Fispoke?

The integration transfers the contact information for all clients from Wealthbox into the Fispoke platform, helping keep your client records aligned across both systems.
 

Q: How often does data sync between Wealthbox and Fispoke?

Wealthbox Contact data automatically syncs when the user logs into the Fispoke application, unless the browser’s pop-up blocker is enabled. The user should check to see if they have a pop-up blocked message on their browser. If so, they should enable pop-ups for the Fispoke app’s URL. After logging into the system, the user also has the ability to sync on demand if they feel it is necessary.
 

Q: How can I confirm that my Wealthbox clients have been successfully synced to Fispoke?
After the first sync, the user will immediately see their Wealthbox contact data displayed in the Fispoke app on the Clients > CRM Clients tab. For subsequent syncs, an alert will display if new data or updates to existing data has been recently synced.