Streamline your data management process with the checkout on Instagram + Wealthbox integration

Checkout on Instagram is an "in-app" payment system, which would allow Instagram to be compared to a real eCommerce site. The checkout function enables users to purchase without ever leaving the Instagram app, creating a simplified and two-touch process to convert Instagram followers directly into loyal customers.

With checkout on Instagram, customers can make a simple tap to view a product from an affordable post and then continue the payment process, all within Instagram. All they have to do is enter their name, email, billing information, and shipping address, only the first time they checkout.

The ability to guide the audience from browsing to buying in a few quick touches has a significant impact on the conversion rate as it creates a unique experience for customers. Furthermore, checkout on Instagram ensures that brands do not have access to valuable customer data (such as emails) since all communications are managed by Instagram rather than by the brand directly, avoiding excessive data dissemination.

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.