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 Klaviyo
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.
Benefits of using Klaviyo
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.
Why should I use Klaviyo
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.
What you can do with Wealthbox and Klaviyo
Create new Klaviyo members in lists with Wealthbox
Update Klaviyo members in lists 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.
Other popular Klaviyo integrations offered by LeadsBridge
Featured customers
"I have an agency and I use LeadsBridge to connect facebook lead ads with my CRM, it saved my life! No more hours spent transferring leads manually from CSV files! Moreover, LeadsBridge offers very good customer service from set up to maintenance."
Frank Inzirillo
Chairman Promotions.
"I hate technology and I'm useless at it, but LeadsBridge is really able to resolve the unresolvable! Thank you so much for your incredible support team. "
Sylvia Blackman
HYPOXI.
"The Best Leads Platform for Facebook! We are a digital agency who has been using LeadsBridge for almost a year and we absolutely love the ease of use in setting up accounts and the reliability of the delivery of leads to our clients. 5 Stars"
Kyle Trottier
FloorForce.
"For our Non-profit Organization, I was looking for a tool to automatically update our custom audiences on Facebook. LeadsBridge is the perfect tool for this and it can much more. The setup was quite easy and the support-desk responded very quickly! Absolutely recommended to improve your lead generation strategy."
Jeroen Beelen
Save the Children.
Success stories
