Integrations

We’ve Got You Covered

Maximize your meeting flow and efficiency by doing it all in The Meetings Hub^TM interface.

Your virtual meeting place should be a customizable extension of your brand that makes it easier for you to work, not harder. Stop juggling multiple browser windows or pausing to take notes. Utilize The Meetings Hub which fully integrates with third-party tools to support the way you work.

Salesforce MoneyTree Redtail Wealthbox Microsoft Dynamics eMoney RightCapital Holistiplan

econiq salesforce integration

The Meetings Hub + Salesforce

Easily integrate The Meetings Hub with Salesforce. Complete control over data flows before, during and after every meeting.

Pull contacts from Salesforce into The Meetings Hub
Push meeting notes and summary to Salesforce
Automatically create tasks in Salesforce
Automatically Trigger workflows in Salesforce

econiq MoneyTree integration

The Meetings Hub + Moneytree

Easily integrate The Meetings Hub with Moneytree. Express the power of the Moneytree solution in a seamless meeting experience

Visualize Moneytree client scenarios and reports in The Meetings Hub
MonteCarlo Calculations
Education Reports
Financial Goals
Social Security Reports

The Meetings Hub + Redtail

Easily integrate The Meetings Hub with Redtail. Complete control over data flows before, during and after every meeting.

Pull contacts from Redtail into The Meetings Hub
Push meeting notes, contacts and summaries to Redtail
Automatically create activities (meetings, tasks etc.) in Redtail
Automatically trigger workflows in Redtail

econiq wealthbox integration

The Meetings Hub + Wealthbox

Easily integrate The Meetings Hub with Wealthbox. Complete control over data flows before, during and after every meeting.

Pull contacts from Wealthbox into The Meetings Hub
Push meeting notes and summary to Wealthbox
Automatically create tasks in Wealthbox
Automatically trigger workflows in Wealthbox

econiq MS Dynamics integration

The Meetings Hub + Microsoft Dynamics

Easily integrate The Meetings Hub with Microsoft Dynamics. Complete control over data flows before, during and after every meeting.

Pull contacts from Microsoft Dynamics into The Meetings Hub
Push meeting notes and summary to Microsoft Dynamics
Automatically create tasks in Microsoft Dynamics
Automatically trigger workflows in Microsoft Dynamics

econiq emoney integration

The Meetings Hub + eMoney

Easily integrate The Meetings Hub with eMoney. Complete control over data flows before, during and after every meeting.

Link or import CRM clients to easily integrate their data in eMoney and The Meetings Hub
Import key financial planning data directly from eMoney
Identify opportunities to offer the best advice before, during and after every meeting.

econiq rightcapital integration

The Meetings Hub + RightCapital

Easily integrate The Meetings Hub with RightCapital.

Available client financial planning information that is held in RightCapital can be presented in The Meetings Hub
When presented alongside the clients other financial information this can enable the advisor to surface opportunities or concerns related to the clients finances in the context of a financial meetings

econiq holistiplan integration

The Meetings Hub + Holistiplan

Easily integrate The Meetings Hub with Holistiplan.

Available client tax information that is held in Holistiplan can be presented in the Meetings Hub
When presented alongside the clients other financial information this can enable the advisor to surface opportunities or concerns related to the clients finances in the context of a financial meetings

Scale With Ease

There’s no time for interruptions. We create solutions that let you get back to work.

We have decades of experience and a proven pedigree in providing integrations to financial services organizations. Our expertise in integrations has allowed our clients to save time, reduce human error, improve data integrity and transparency, provide better service to their clients and scale their business.

Custom Connectors

We work with our clients to identify issues holding them back and help maximize their technology potential.

The Meetings Hub supports all types of integrations including:

Application integrations to intelligently connect modern software and legacy tech stacks, UI/UX integrations that embed elements of apps within platforms

Data integrations to replicate data between applications and eliminate double entry

Integrations that allow data to be shared with your partners and event-driven integrations that trigger flows based on meeting events

Need Something Else?

If there’s another integration you need, we can create it as a custom integration. Talk to us today to review your tech stack and explore how visually engaging meetings and richer integrations with The Meetings Hub can transform your client experience and technology woes.

INTEGRATIONS