Gradient Selects Wealthbox CRM and AI Notetaker for 2,000+ Users

Wealthbox, the highest-rated CRM platform for financial advisors, today announced that Gradient Financial Group, a financial services enterprise headquartered in Minnesota, has selected Wealthbox Enterprise CRM and the Wealthbox AI Notetaker for rollout across its network of financial professionals and employees throughout its family of 13 companies. The post Gradient Selects Wealthbox CRM and AI Notetaker for 2,000+ Users first appeared on Wealthbox CRM .