Streamline your data management process with the Cliengo + Wealthbox integration

Cliengo is a friendly Chatbot that converts the visitors into leads, automatically. Cliengo is a multi-language chatbot with a built-in contact tracking for the sales team. This chatbot platform helps user to convert website visitor into customer.

Cliengo simulates the behavior of a real person to obtain the user's visitors contact data. It can prepare a custom plan with unique features according to the user's needs. With this new feature, the user's bot handles the initial communication with the potential clients.

The user can actually join the conversations and chat with their visitors.

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.