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What is 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.
Benefits of using Wealthbox
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.
Why should I use Wealthbox
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 is Google Analytics
Google Analytics is a web analytics service. It allows you, for example, to measure the efficiency of your marketing activities and improve your website performances. Google Analytics requires you to install the tracking code on your website or blog. By doing so, you’ll be able to get important insights this tool.
Benefits of using Google Analytics
Google Analytics makes it possible in various ways to understand if we are channeling economic efforts in the right direction, mainly with its four advanced reporting areas. Thanks to it, you will discover who your audience is, how these people have reached your website, what they did during the exploration, and whether they have converted or not.
Why should I use Google Analytics
If you want to understand which campaigns generate the most conversions and sales, you'll surely need Google Analytics to do it this tool will allow you to analyze your campaigns in detail: bounce rates, subscriptions, conversions, time spent on the site and much other. Furthermore, Google Analytics can help you allocate your budget more intelligently, as it distinguishes functional from dysfunctional practices.
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