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Generate more leads with the User.com + Wealthbox integration
User.com / Wealthbox
Integrations

Generate more leads with the User.com + Wealthbox integration

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

Quick summary of User.com

User.com is an easy-to-use software that helps you increase engagement with your audience. Consequently, you can boost sales and conversions through your entire business’ sales funnel and pipeline.

By gathering data about your customers, User.com allows you to automate the communication with your users with a simple drag & drop editor, in order to send emails, chat messages, SMS, and pop-ups. User.com also offers the possibility to rewrite the content of the page to suit user interests, showing more customized forms and pop-ups.

The platform also includes an integrated CRM system for streamlining the manual sales process and knowledge base creation tool that facilitates the support procedures. User.com also offers analytics and reporting features that enable you to reach your business goals with data-in-hands.

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 User.com and Wealthbox

Create new Wealthbox contacts in tags with User.com

Create new Wealthbox contacts in reports with User.com

Create new Wealthbox contacts in lead sources with User.com

Update Wealthbox contacts in tags with User.com

Update Wealthbox contacts in reports with User.com

Update Wealthbox contacts in lead sources with User.com


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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