Wealthbox Announces Enterprise CRM Agreement with Heartland Bank and Trust Company
PROVIDENCE, R.I., Jan. 30, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Heartland Bank and Trust Company.
- PROVIDENCE, R.I., Jan. 30, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Heartland Bank and Trust Company.
- Through this agreement, the wealth management professionals at Heartland Bank and Trust Company will begin using Wealthbox as their CRM.
- "We are thrilled to partner with Heartland Bank to make best-in-class CRM available to its advisors," said Jomin Bishop, VP of Enterprise Sales at Wealthbox.
- "We are excited about the strategic partnership with Wealthbox and the opportunities it presents for our wealth management professionals at Heartland Bank and Trust Company," said Kim Larson, SVP - Wealth Management Director at Heartland Bank.