S.E.E.D. Planning Group Selects Wealthbox for Enterprise CRM and AI Notetaker

Wealthbox is excited to announce that S.E.E.D. Planning Group has selected Wealthbox as its enterprise CRM platform. The firm will roll out Wealthbox Enterprise to 26 advisors and staff, along with Wealthbox’s AI notetaker, to support firm-wide collaboration, improve visibility into client relationships, and reduce administrative redundancies. The post S.E.E.D. Planning Group Selects Wealthbox for Enterprise CRM and AI Notetaker first appeared on Wealthbox CRM .