Fispoke + Wealthbox Integration

Fispoke is excited to announce an integration with Wealthbox. Fispoke enables financial advisors to strengthen and deepen their client relationships by offering a suit of private banking products. Fispoke’s industry leading solutions give advisors the ability to offer their clients high yield savings accounts, residential mortgages, advisor branded credit cards, securities backed lines of credit, commercial loans, and advisor financing. Fispoke’s high yield savings and mortgage offerings offer competitive interest rates at no cost to an RIA or client. Accounts are FDIC insured through partner banks. 

The Fispoke integration with Wealthbox allows advisors to pre-fill client deposit and lending account applications using relevant client data in Wealthbox. 

How it Works 

Setting up the integration is simple. Once logged into Fispoke, select ‘Clients’ on the navigation panel. Then select the tab ‘CRM Client’, and finally, Synch Wealthbox to integrate data. A pop-up appears allowing the user to enter their Wealthbox login credentials and click ‘Welcome to Wealthbox’. 

Once the pop-up closes, Wealthbox data is immediately synched and client data is displayed on the ‘CRM Clients’ tab in Fispoke. The advisor now can initiate any product application for synched clients. 

To open a new account, click the ‘Create New Account’ button, then ‘Open Account’ for the banking product being opened. After entering the required fields on the form, select ‘Search Existing Client’. The selected client’s name will appear, continuing the account opening workflow using the client’s applicable Wealthbox data to autofill new account application forms.  

Quote 

"Fispoke is excited to partner with Wealthbox to provide advisors with a robust private banking platform, bridging the gap between traditional wealth management and private banking. Existing solutions are fragmented, requiring advisors to refer clients to outside financial institutions with no visibility, no control, and no compensation. Fispoke enhances the advisor’s value proposition and allows for significant revenue opportunities. By combining high-yield cash solutions, lending & banking products, streamlined advisor-led workflows and more, Fispoke empowers RIA firms to deliver a more complete and differentiated wealth experience while maintaining full visibility and control. The Wealthbox integration enables advisors to seamlessly enroll clients in the account opening process and monitor progress, delivering a first-class experience." –Robert Clare, CEO & Founder at Fispoke