Opt-Intelligence creates engagement ad units that support the growth of the e-mail list for the world's leading marketers and thousands of small businesses, enabling publishers to create large revenue streams and add value to the customer experience.

Thanks to advanced real-time ad targeting, automated optimization capabilities, and a simple self-service toolkit, Opt-Intelligence delivers programmatic excellence for subscriber acquisition, thanks to world-class data. Opt-Intelligence offers the smartest and most reliable way to create informed connections with consumers and provide a quality user experience.

Opt-Intelligence manages a cost-per-subscriber opt-in ad exchange that provides solutions for advertisers and publishers primarily in the United States, Canada, the United Kingdom, and Australia.

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 Opt Intelligence and Wealthbox

Create new Wealthbox contacts in tags with Opt Intelligence

Create new Wealthbox contacts in reports with Opt Intelligence

Create new Wealthbox contacts in lead sources with Opt Intelligence

Update Wealthbox contacts in tags with Opt Intelligence

Update Wealthbox contacts in reports with Opt Intelligence

Update Wealthbox contacts in lead sources with Opt Intelligence

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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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