Streamline your data management process with the Mailchimp + Wealthbox integration

Mailchimp is a leading email marketing platform designed to grow your business and make more sales. Mailchimp’s tools allow you to create highly professional email marketing campaigns effortlessly.

With Mailchimp you can easily grow your mailing list, by creating your own opt-in forms and install them on your website or blog. Once leads subscribe to your list, you can nurture them with newsletters and drip email campaigns. Mailchimp allows you to run your email marketing on autopilot. Just set up your autoresponder to send periodic emails to your subscribers based on time and actions.

Mailchimp allows you to understand the success of your campaigns, monitoring the click and open rates of your emails, to find out what works and what doesn't. Moreover, with Mailchimp, you can control your marketing automation, allowing you to engage the base of your contacts with the goal of increasing conversions and monitoring results, which is essential to increase the results of your business.

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.