Integrate DataPoints Behavioral Insights into Wealthbox CRM

Last updated on November 19th, 2022 at 06:46 am

When you’re working to help clients achieve financial success, having insights related to 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:

  • Automatically importing contacts into DataPoints
  • Sending leads and contacts to Wealthbox CRM
  • Sending test scores from any test from the DataPoints library 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.

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