PROVIDENCE, R.I., Aug. 6, 2024
/PRNewswire/ -- Wealthbox, the highest-rated CRM software for
financial advisors, today announces a new enterprise CRM agreement
with Community Bank, N.A., a diversified financial services company
based in DeWitt, NY. Community
Bank focuses on four main business lines – banking, benefits
administration, insurance services, and wealth management – with
over $13 billion in assets within the
financial services companies.
The enterprise agreement makes Wealthbox available to 65
financial professionals and staff in Community Bank's
LPL-affiliated Investment Services division including Nottingham
Advisors, Nottingham Trust (a division of CBNA), Community
Investment Services, OneGroup Retirement Advisors, and OneGroup
Wealth Partners.
Wealthbox is particularly well-suited for banks and credit
unions due to its advanced features that are tailored to the
financial services industry. By centralizing client information and
facilitating collaboration among team members, Wealthbox helps
banks and credit unions enhance client service, improve
productivity, and ultimately drive growth in their wealth
management divisions. This strategic partnership between Wealthbox
and Community Bank underscores the value that innovative CRM
solutions bring to financial institutions seeking to optimize their
operations and deliver superior client experiences.
"We are thrilled to partner with Community Bank to help the
firm's financial professionals provide exceptional client
experiences," said Jomin Bishop, VP of Enterprise Sales at
Wealthbox. "This collaboration shows Wealthbox's commitment to
delivering best-in-class technology to banks and credit unions, and
we look forward to what's next."
"Partnering with Wealthbox represents an important advancement
in Community Bank's customer-centric approach to serving our
clients," said Chasity Jaynes, Chief
Operating Officer for Community Bank Wealth Management. "By
leveraging Wealthbox's advanced CRM platform, our financial
professionals will be better equipped to understand and address the
unique needs of each client, ultimately strengthening our
relationships and driving long-term success."
About Wealthbox
Wealthbox® is a CRM platform for financial advisors.
Integrated with leading custodians and wealthtech partners,
Wealthbox is known for its modern product design and powerful yet
intuitive user experience. The collaborative workspace technology
allows financial advisors, enterprise RIA firms, and broker-dealers
to manage client relationships and streamline operations to grow
their practices. Learn more at www.wealthbox.com.
About Community Bank
Community Bank, N.A. is the wholly-owned national banking
subsidiary of Community Financial System, Inc. (CFSI), a
diversified financial services company that is focused on four main
business lines: banking, employee benefit services, insurance
services, and wealth management. In 1983, CFSI was incorporated in
Delaware and became a registered
bank holding company. CFSI maintains its headquarters in
DeWitt, NY.
Its banking subsidiary, Community Bank, N.A., is among the
country's 100 largest banking institutions, with over $15 billion in assets, and operates approximately
200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western
Massachusetts.
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SOURCE Wealthbox