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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 Instagram Custom Audiences
Instagram Custom Audiences is a type of audience that you can create starting from your existing customers. You can target ads to the public you've created on Facebook, Instagram and Audience Network.
Benefits of using Instagram Custom Audiences
You can create an Instagram Custom Audiences to reach people who’ve already interacted with your business, or a lookalike audience to reach new people on Facebook who are similar to your most valuable audiences. Thanks to Instagram Custom Audiences, the advertisers can decrease their marketing costs and improve the effectiveness of their campaigns.
Why should I use Instagram Custom Audiences
Moreover, you can upload, copy and paste or import your customer list in hash format: this data will be used to find the correspondence between the people on your list and the people on Facebook and Instagram.
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