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

Generate more leads with the Demio + Wealthbox integration

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Does Demio integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Demio and Wealthbox

Quick summary of Demio

DEMIO is a powerful webinar solution that allows you to generate leads and easily host your own online events.

With Demio you can collaborate with your team in the backstage, while your webinars are running. With Demio you can promote online your events and track your results using the Facebook Pixel or Analytics. By doing so, you’ll always know which campaigns are doing well and scale your advertising.

Demio allows you to customize your thank you pages, if you want. You just need to create a website page on your website or blog, and Demio will redirect your subscribers where you want. Send automated reminders and follow up your subscribers via email. Demio enables you to define automation rules, creating segments of your lists that personalize your customers’ journey. By doing so, you can differentiate the email follow up, based on the actions people do. You can host the same webinar multiple times and let your registrants choose a date/time that fits best for them. With Demio you can display your offers in real time, using the “Resources section” of your events with a powerful Call To Action.

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 Demio and Wealthbox

Create new Wealthbox contacts in tags with Demio

Create new Wealthbox contacts in reports with Demio

Create new Wealthbox contacts in lead sources with Demio

Update Wealthbox contacts in tags with Demio

Update Wealthbox contacts in reports with Demio

Update Wealthbox contacts in lead sources with Demio


Other popular Wealthbox integrations offered by LeadsBridge

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