Generate more leads with the Wealthbox + Klaviyo 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.

Klaviyo is an email marketing platform specifically designed for e-commerce marketers who want to increase their sales by targeting, customizing and measuring their email marketing and Facebook campaigns.

A key benefit that Klaviyo offers is the ability to access essential data from your audience directly from your e-commerce website and other marketing tools that you can use to manage your business. In this way, you will be able to identify your best customers and customize your marketing campaigns to increase conversions and sales. Keeping to the Benefit theme, the simplified audience segmentation offered by Klaviyo will help you target potential customers with the most suitable marketing message for them.

A valid reason to use this tool is that Klaviyo makes it easier for marketing experts to use existing segments for targeting Facebook advertising campaigns. Moreover, Klaviyo offers a system of integration with other very simple software; in fact, Klaviyo can be easily integrated with Magento, Shopify, ZOHO, and Zendesk.