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

Generate more leads with the Doctify + Wealthbox integration

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

Quick summary of Doctify

Doctify is the go-to platform for patients looking to make educated decisions around managing their and their families health.

Patients can search from more than 3,000 specialists in London and South- East England – with soon up to 30,000 specialists across all of the UK. When patients submit specialist reviews, this provides useful insights into the quality of healthcare services and helps future patients select the right specialist. This enables Doctify to act as a reassuring platform were the public can go for top-quality medical help and health information.

Doctify is revolutionising the UK healthcare market enabling patients to search, compare and book medical specialist online. With this software you can search by condition, specialty, location or insurer, consider and compare verified patient reviews, see specialist availability and book appointment with the click of a button and submit your own review of your specialist experience for the benefit of future patients.

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 Doctify and Wealthbox

Create new Wealthbox contacts in tags with Doctify

Create new Wealthbox contacts in reports with Doctify

Create new Wealthbox contacts in lead sources with Doctify

Update Wealthbox contacts in tags with Doctify

Update Wealthbox contacts in reports with Doctify

Update Wealthbox contacts in lead sources with Doctify


Other popular Wealthbox integrations offered by LeadsBridge

No integration available but…
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