Wealth.com transforms estate planning with AI-driven solutions for advisors, benefits departments, and individuals, covering all U.S. jurisdictions. It empowers advisors to scale offerings, eliminate barriers, and create a dynamic planning ecosystem.
Challenge:
Inefficient offline quoting processes.
Solution:
Streamlined quoting with intuitive processes.
The DealRoom has been a complete level up for our proposals to match the high standards we have across our organization.”
Challenge:
Lack of compliance and process consistency.
Solution:
Automated compliance with pricing guidelines.
DealHub has enabled our sales team to get quotes out to valued future customers efficiently and intuitively.”
Challenge:
Difficulty scaling processes as the company grew.
Solution:
Scalable processes with swift implementation.
DealHub has been one of our favorite technology implementations in the last few years at Wealth.”
Challenge:
Technically complex integration with Salesforce CRM.
Solution:
Seamless integration with Salesforce.
It has enabled our sales team to get quotes out efficiently and intuitively.”
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Enterprise Security Compliance
