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Generate more leads with the Adobe Campaign + Wealthbox integration
Adobe Campaign / Wealthbox
Integrations

Streamline your data management process with the Adobe Campaign + Wealthbox integration

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

Quick summary of Adobe Campaign

Adobe Campaign is a marketing automation tool designed to help you create more personalized customers journeys and distribute your campaigns through multiple marketing channels. Adobe Campaign enables you to simplify and manage your campaigns, by keeping under control your marketing performances from just one platform.

With Adobe Campaign, you can easily create and send customized emails for your leads and increase the conversion rates of your campaigns thanks to the automation rules. One of the most important features of Adobe-campaign platform, is the one that allows you to manage your customers informations. The home page of Adobe-campaign, in fact, provides you to easily access to the “integrated customer profile”, a tool that gives you a single marketing view of your customer.

Thanks to this tool, you’ll be able to identify the buyer persona, leveraging the information you have about online and offline behaviors, purchases and much more. Then, with Adobe campaign you can implement many different email marketing strategies, from classic drip email sequences to dynamic campaigns.

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 Adobe Campaign and Wealthbox

Create new Wealthbox contacts in tags with Adobe Campaign

Create new Wealthbox contacts in reports with Adobe Campaign

Create new Wealthbox contacts in lead sources with Adobe Campaign

Update Wealthbox contacts in tags with Adobe Campaign

Update Wealthbox contacts in reports with Adobe Campaign

Update Wealthbox contacts in lead sources with Adobe Campaign


Other popular Wealthbox integrations offered by LeadsBridge

No integration available but…
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