Generate more leads with the GetResponse + Wealthbox integration

Getresponse is a suite of marketing tools that provide marketers, entrepreneurs and business owners the ability to create highly customizable marketing campaigns through different channels, with the aim to increase your business. Getresponse’s tools include: Optin forms, increase your subscribers by creating beautifully designed opt-in forms. Integrate them into your blog, website or on your social media channels. Landing pages, getresponse lets you to create web-hosted, mobile friendly landing pages.

Thanks to an intuitive and simple drag-and-drop system, designing your landing page is super-easy. Moreover, you can easily install the tracking codes from Facebook, Analytics and other advertising platforms you use to promote your business online. Getresponse enables you to create different lists of your prospects and clients and send automatic emails. Moreover, you can set up advanced automation rules, which allow you to segmentate your audience based on their behaviors. Consequently, you’ll be able to address your audience with the right message to increase conversions and sales.

Getresponse provides you an advanced webinar platform that you can use to host your live events. Webinars are a great way to increase your mailing list and clients, and with GetResponse you can record everything happen in the webinar’s room, including chat and screenviews.

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.