Tag : Jeff Mello

Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users
Artificial Intelligence Finance News

Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM platform for financial advisors, announced that Gradient Financial Group, a financial services enterprise headquartered in Minnesota, has selected Wealthbox Enterprise CRM and the Wealthbox AI Notetaker for rollout across its network of financial professionals and employees throughout its family of 13 companies. The implementation will begin......
Pulse360 and Wealthbox Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations
Finance Fintech News

Pulse360 and Wealthbox Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

EIN Presswire
by EIN Presswire0
Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience Pulse360 and Wealthbox Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience. Pulse360, a leader in innovative wealth management solutions, is proud......
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