Generate more leads with the Crowdcast + Wealthbox integration

Crowdcast is a live video platform designed to collect with your audience through webinars, interviews, summits and more. Most webinar platforms don’t have a separate question section; you have to root through comments to see specific questions that attendees have asked throughout the live stream. Not only does Crowdcast have a separate question section, but it allows attendees to ask questions ahead of time, vote on questions, and see each question on the screen as it’s being answered.

With Crowdcast you can easily create Polls to interact with your audience and turn the webinar into a 2-way conversation. They gauge the interest of your audience on certain topics and require less of people than leaving questions and comments. You can set up polls ahead of time so attendees can begin answering the questions after they register, or you can create a poll while your webinar is live and ask attendees to weigh in with their feedback. Crowdcast also makes it easy for attendees to leave feedback and interact with each other in the Comment section on the right side of the window. And, because it’s separate from the Questions & Topics section, you can minimize the comment section as you’re hosting to cut back on distractions.

Crowdcast not only allows you to include a button for your call-to-action, but it places the button front and center on the screen. By placing the call-to-action in a prominent place, you’re able to call attention to it and easily point your audience to a sales page or link to another helpful resource. Whether you’re offering a new product or you’re sharing helpful information, you often want to include a call-to-action somewhere in your webinar window and direct your viewers to another page.

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.