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Generate more leads with the ActiveDEMAND + Wealthbox integration
ActiveDEMAND / Wealthbox
Integrations

Streamline your data management process with the ActiveDEMAND + Wealthbox integration

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

Quick summary of ActiveDEMAND

ActiveDemand is a marketing automation tool that you can integrate with your CRM in order to align your sales and marketing activity. ActiveDemand allows businesses of any size to deliver their collected leads to CRMs, together with historical information and crucial data that sales teams can leverage to make more sales. With ActiveDemand you can segmentate your audience and identify the right strategies to convert a lead into customer.

Thanks to an easy and configurable lead scoring, ActiveDemand lets you and your team understand the quality of your leads, allowing you to make better decisions, timely. ActiveDemand’s features are designed to take care of your customers during the entire sales process, and more. Once the client has been acquired, you can send the info back to marketing and further nurture and engage him/her, in order to increase the customers lifetime value.

ActiveDemand provides a transparent and intuitive analysis tool, that gives you an overview on all your marketing activities. Thanks to this, you’ll be able to easily understand what marketing campaigns are working and what needs to be improved.

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 ActiveDEMAND and Wealthbox

Create new Wealthbox contacts in tags with ActiveDEMAND

Create new Wealthbox contacts in reports with ActiveDEMAND

Create new Wealthbox contacts in lead sources with ActiveDEMAND

Update Wealthbox contacts in tags with ActiveDEMAND

Update Wealthbox contacts in reports with ActiveDEMAND

Update Wealthbox contacts in lead sources with ActiveDEMAND


Other popular Wealthbox integrations offered by LeadsBridge

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