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Financial Services
Wealthbox + LumiTalk
Get your Wealthbox workflow live.
Our team will help you connect Wealthbox, map the fields, test the handoff, and make sure it fits your process.
✓Keep your existing workflow
✓Give customers a faster response
✓Get hands-on setup from the LumiTalk team
The workflow
New LumiTalk conversation → Send the right information to Wealthbox
From the first conversation to the next action, LumiTalk keeps your team moving without duplicate entry.
01Customer conversationLumiTalk answers, qualifies, and captures context
→
02Structured handoffName, phone, email, summary, and next action
→
03WealthboxSend the right information to Wealthbox
We’ll do this with you
Get connected without figuring it out alone.
Bring your account and your questions. Our team will help you choose the right connection, configure it securely, and test the handoff with you.
Choose your path
Use the connection that fits your team.
Direct API
Connect directly to the vendor API for the most flexible workflow.
BYOK
Bring your own credentials and keep control of access.
Helpful resources
Keep the setup moving.
Ready to get started?
Get your Wealthbox workflow live.
Schedule a setup session and we’ll help you get the workflow live.
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