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When working to help clients achieve financial success, having insights into their financial psychology is crucial. We’re delighted to share that you can now have behavioral insights from DataPoints integrated into Wealthbox CRM.
The integration works by:
- Sending leads and contacts to Wealthbox CRM from DataPoints
- Sending test scores from any test from the DataPoints library into a Wealthbox CRM note
- Sending notes taken on the advisor reports from DataPoints into a Wealthbox CRM note
Access client money-related attitudes, personality, and psychological risk tolerance test results as notes. Our integration sends new leads from DataPoints Engage assessments into Wealthbox CRM as a new contact.
To get started, create a free, two-week trial here. Then, connect and get started aligning financial psychology insights and customer data.