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Generate more leads with the BlueJeans Events + Wealthbox integration
BlueJeans Events / Wealthbox
Integrations

Generate more leads with the BlueJeans Events + Wealthbox integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting BlueJeans Events and Wealthbox

Quick summary of BlueJeans Events

BlueJeans Events combines the best in real-time video conferencing, content sharing and live streaming in one easy-to-use service that connects and engages everyone. With BlueJeans Events you are able to host and manage live interactive events, town halls and webcasts for a wide audience all over the world.

You can interact actively with an audience of any size because BlueJeans Events offers a whole new level of interactivity for all-hands meetings, webinars and webcasts. Engage up to 15,000 attendees with immersive videos, questions and answers, surveys and large meeting controls.

In addition, with BlueJeans Events you can take your marketing Webinar to a higher level, engage customers and potential customers with a modern and interactive webinar experience that brings, together, HD video with questions and answers, surveys and rich moderator controls. Finally with BlueJeans Events, you can turn online training and training events from one-way webcast to interactive learning experiences involving students through immersive videos, sharing audio and audio content, multi-way exchange of ideas, Q & A and surveys.

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 BlueJeans Events and Wealthbox

Create new Wealthbox contacts in tags with BlueJeans Events

Create new Wealthbox contacts in reports with BlueJeans Events

Create new Wealthbox contacts in lead sources with BlueJeans Events

Update Wealthbox contacts in tags with BlueJeans Events

Update Wealthbox contacts in reports with BlueJeans Events

Update Wealthbox contacts in lead sources with BlueJeans Events


Other popular Wealthbox integrations offered by LeadsBridge

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