HRIS Integration: Automate Employee Gifting
Our integration with HRIS (Human Resource Information Systems) enables businesses to automate swag and gift distribution for key employee milestones. With this integration, you can:
Welcome New Hires: Automatically send a swag package to new employees as part of their onboarding experience.
Celebrate Work Anniversaries: Recognize employee loyalty by sending thoughtful gifts for work anniversaries.
Acknowledge Birthdays: Ensure every team member feels valued on their special day with an automated birthday gift.
Reward Promotions: Celebrate career growth by sending a congratulatory gift when employees receive a promotion.
By connecting your HRIS system, you eliminate manual work while ensuring employees feel appreciated and engaged.
Wealthbox Integration: Strengthen Client Relationships
For financial advisors, our Wealthbox integration makes it easy to send personalized gifts to clients at just the right moments. This integration allows you to:
Celebrate Client Birthdays: Automatically send a thoughtful gift to clients on their birthdays.
Mark Client Anniversaries: Show appreciation for long-term clients by acknowledging their anniversary with your firm.
Send Personalized Tokens of Appreciation: Stay top-of-mind with clients by sending swag or gifts on special occasions or as a thank-you for their business.
By integrating with Wealthbox, financial advisors can maintain and deepen client relationships with minimal effort, ensuring a memorable and personal touch.
Getting Started
Setting up these integrations is quick and easy. Visit our integrations page, select the integration you’d like to enable, and follow the step-by-step instructions to connect your system. Once set up, our platform will handle the rest—automating gift deliveries so you can focus on what matters most.
If you need assistance or have any questions, our support team is here to help. Get started today and enhance your gifting strategy with automation and personalization!