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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 LinkedIn Matched Audiences
LinkedIn Matched Audiences is a set of targeting tools that allow advertisers to better reach users on the platform using their own data. LinkedIn already provides a unique and convenient way to target members by company, industry, skills, titles, and more.
Benefits of using LinkedIn Matched Audiences
The main benefit of the LinkedIn Matched Audience is the matched audience. In fact, by using matched audiences, you can redirect website visitors, market contacts from customer databases and marketing automation platforms, and reach the decision-makers of target companies for your account-based marketing programs. It is available for all LinkedIn advertising products, including sponsored content, sponsored InMail, and other ad formats.
Why should I use LinkedIn Matched Audiences
The matched audience helps increase ROI by allowing you to focus your efforts on the audience and on the accounts that are most likely to generate revenue. But this is not all: the retargeting of the website allows you to market LinkedIn members who have visited your website. You can easily define a target audience and publish relevant advertising content based on the pages visited by users on your site. Contact targeting allows you to upload or integrate your contact lists. Create a custom audience by uploading your email address lists or connecting your contact management platform. Account targeting helps you reach decision-makers within your target accounts.