https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo61.png
Generate more leads with the Wealthbox + Google Analytics integration
Wealthbox / Google Analytics
Integrations

Generate more leads with the Wealthbox + Google Analytics integration

';

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

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.

Quick summary of 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.

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.

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.


What you can do with Wealthbox and Google Analytics

Create new Google Analytics events with Wealthbox

Update Google Analytics events with Wealthbox


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.

Watch the video


Start Automating today!

Try LeadsBridge for free today or schedule a demo to see how LeadsBridge can help you scale your lead generation and marketing automation