Streamline your data management process with the Wealthbox + Google Customer Match integration

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.

Google Customer Match (GCM) allows advertisers to get closer to customers in the moments that matter. With Customer Match, you can build specific groups of customers who then form the basis of a Remarketing Audience List. Google Customer Match is a powerful tool to create segments or groups of users which you think may behave differently from others. Once a group of users is created, the emails are hashed for anonymity and then uploaded into Google AdWords.

Because this tool can provide an important feature: Google Customer Match offers is the ability to process email addresses and match your database of Google account owners. Clearly, customers with Gmail addresses are likely to be easily matched, but even if the address is not Gmail, you can be connected to a Google account and then matched correctly. Besides, Google Customer Match recognizes that the user is in the audience and can act accordingly, based on the advertiser's instructions. With Google Customer Match, you can target customers who have purchased in the past but haven't returned to your site or bought for a while.

Google Customer Match allows you to target consumers who are already customers, and help expand your services by showing them content for supplementary or complementary products. If you have a group of consumers who are your top buyers, most profitable, and most loyal, Google Customer Match is a perfect way to create an audience of customers and look for others with the same characteristics from browsing behavior, keyword search behavior, or other contextual clues.