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Generate more leads with the Act-On + Wealthbox integration
Act-On / Wealthbox
Integrations

Generate more leads with the Act-On + Wealthbox integration

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Does Act-On integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Act-On and Wealthbox

Quick summary of Act-On

Act-On is a comprehensive marketing automation tool designed to offer a complete suite of applications, including email marketing, website visitor tracking, lead management, social media management, reporting and analytics, as well as integrations with webinar and event planning.

With Act-On's email marketing, businesses can segment their customers into a variety of categories, allowing marketers to focus on a particular target market within that email group. The software offers core website tracking feature, which gives complete visibility into the types of customers that are visiting their site as well as their activities and the time spent on different contents while they are on the website. Act-On is ideal for small marketing teams needing a marketing automation tool with minimal IT involvement, this software offer tools to build and optimize campaigns, generate leads, score and prioritize prospects, among others. The solution is capable of integrating with almost any leading CRM available in the market.

This tools let you automate key processes and tasks that are critical to campaign success. With Act-On, you can point, click, drag, and drop your way to a well-built marketing machine. Set up lead nurturing, segment lists, score and distribute leads, and trigger offers when someone performs a specific action. You can measure the performance of your email campaigns in real time. From one-off messages and trigger emails to targeted and automated drip campaigns, get big-picture and drill-down views of delivery, bounces, opens, clickthroughs, clickmaps, performance trends, and much much more.

Quick summary of Wealthbox

Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge. Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

In addiction, this software offer the Activity Streams that allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers. Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quick! Form, with many more integrations in development and to be released soon.


What you can do with Act-On and Wealthbox

Create new Wealthbox contacts in tags with Act-On

Create new Wealthbox contacts in reports with Act-On

Create new Wealthbox contacts in lead sources with Act-On

Update Wealthbox contacts in tags with Act-On

Update Wealthbox contacts in reports with Act-On

Update Wealthbox contacts in lead sources with Act-On


Other popular Wealthbox integrations offered by LeadsBridge

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