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Generate more leads with the Livechat Monitoring + Wealthbox integration
Livechat Monitoring / Wealthbox
Integrations

Streamline your data management process with the Livechat Monitoring + Wealthbox integration

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

Quick summary of Livechat Monitoring

LiveChat offers chat monitoring for experienced website owners who want to increase website conversion rates.

Live Chat Monitoring is an Australian-owned company based in South Melbourne and satellite offices in the United States and the United Kingdom. The team consists of highly skilled customer service professionals who receive a continuous weekly training on consumer behavior and on the capture of leads. The benefits of adding live chat monitoring to your website is many, but often the biggest challenge is how to use this tool correctly.

LiveChat monitoring offers a service that solves the number-one challenge with live chat. Our operators are online 24 hours a day and seven days a week and ready to respond to visitors to your website. Increase the conversion of your website by turning your visitors into paying customers, if you have invested your time and your hard-earned money to convince potential customers to visit your website, this software will help you capitalize on this investment and achieve its maximum potential.

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 Livechat Monitoring and Wealthbox

Create new Wealthbox contacts in tags with Livechat Monitoring

Create new Wealthbox contacts in reports with Livechat Monitoring

Create new Wealthbox contacts in lead sources with Livechat Monitoring

Update Wealthbox contacts in tags with Livechat Monitoring

Update Wealthbox contacts in reports with Livechat Monitoring

Update Wealthbox contacts in lead sources with Livechat Monitoring


Other popular Wealthbox integrations offered by LeadsBridge

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