at Financial Technnology Year
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Wealthtender
from Wealthtender
Testimonial and case study marketing software that helps financial advisors and wealth management firms convert prospects into clients through social proof and video testimonials.
Category:
Lead Management Software
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
Wealthtender
Category:
Marketing Automation Systems
Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
Wealthtender
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