Wealth.com transforms estate planning with AI-driven solutions for advisors, benefits departments, and individuals, covering all U.S. jurisdictions. It empowers advisors to scale offerings, eliminate barriers, and create a dynamic planning ecosystem.
This is what they wanted to solve:
Inefficient offline quoting processes.
This is how DealHub solved it:
Streamlined quoting with intuitive processes.
The DealRoom has been a complete level up for our proposals to match the high standards we have across our organization.”
This is what they wanted to solve:
Lack of compliance and process consistency.
This is how DealHub solved it:
Automated compliance with pricing guidelines.
DealHub has enabled our sales team to get quotes out to valued future customers efficiently and intuitively.”
This is what they wanted to solve:
Difficulty scaling processes as the company grew.
This is how DealHub solved it:
Scalable processes with swift implementation.
DealHub has been one of our favorite technology implementations in the last few years at Wealth.com.”
This is what they wanted to solve:
Technically complex integration with Salesforce CRM.
This is how DealHub solved it:
Seamless integration with Salesforce.
It has enabled our sales team to get quotes out efficiently and intuitively.”
See what customers
are sharing on social
Enterprise Security Compliance
