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

Generate more leads with the Convoso + Wealthbox integration

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Quick summary of Convoso

Convoso provides a simple to use, yet powerful inbound and outbound call center platform designed to supercharge your call center productivity (contact/list penetration rate, conversions, talk time, etc) by over 300%. Convoso products are equipped with proprietary and market-leading features and functionality that cater to call centers of any size – from outbound call centers ranging from 1-10 seats to inbound, outbound, and blended call centers from 11-1000+ seats.

Convoso’s technology and dedicated team members make the entire set up and launch of our platform fast and easy. Whether you’re just launching your call center, or even transitioning from an existing call center provider they guarantee a seamless transition/migration.

Convoso allows you to boost your agents’ productivity. The gamified features like leaderboards make working fun not only for regular agents but also those who are in training mode. It can help your business grow and have high levels of customer satisfaction.

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 Convoso and Wealthbox

Create new Wealthbox contacts in tags with Convoso

Create new Wealthbox contacts in reports with Convoso

Create new Wealthbox contacts in lead sources with Convoso

Update Wealthbox contacts in tags with Convoso

Update Wealthbox contacts in reports with Convoso

Update Wealthbox contacts in lead sources with Convoso


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

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