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Generate more leads with the Motion AI + Wealthbox integration
Motion AI / Wealthbox
Integrations

Generate more leads with the Motion AI + Wealthbox integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Motion AI and Wealthbox

Quick summary of Motion AI

Motion AI is a chatbots builder platform that helps you create your own chat box, quickly and easily. With Motion AI, in fact, you can visually build, train, & deploy chatbots for your business, in order to connect with you audience, prospects and customers.

Motion AI’s chatbot builder is designed for non-teachy people: thanks to a simple method that allows you to use drag-and-drop modular blocks, without writing a single line of code, you can easily draw the stages of your conversation flow. No matters how complex your business is. With Motion AI, you only need to diagram your conversation flow in order to reach your goals. By connecting your bot to a messaging service, you are just ready to go! Moreover, Motion AI empowers your bots with trainable Natural Language Processing.

Natural Language Processing has always been difficult to set up, so Motion AI made it simple: by creating and training NLP intents, people will always get exactly the information they want. Motion AI is the right solution for businesses who want to stay focused on their business, and not in coding. You can deploy your bots anywhere in minutes, and finally take the guesswork and frustration out of chatbot channel deployment.

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 Motion AI and Wealthbox

Create new Wealthbox contacts in tags with Motion AI

Create new Wealthbox contacts in reports with Motion AI

Create new Wealthbox contacts in lead sources with Motion AI

Update Wealthbox contacts in tags with Motion AI

Update Wealthbox contacts in reports with Motion AI

Update Wealthbox contacts in lead sources with Motion AI


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

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Other popular Wealthbox integrations offered by LeadsBridge


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