Streamline your data management process with the Wealthbox + Mailigen 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.

Mailigen is an Email Marketing Software which allows you to design, send and automate your email messages. It is suitable for businesses from all sizes and industries. Mailgen comes with an integrated drag and drop builder, which simplify the email message design process, helping you to create responsive layout emails, for both desktop and mobile devices.

Hundreds of professional and customizable email templates are available for Mailigen users. Mailigen also provides an advanced marketing automation system. You can create sequences of actions based on triggered events, in order to send automatic targeted email messages tailored to your contacts’ segments at the best time. The behavior based segmentation way, allows you to splitting up your most engaged customers and the passive ones.

Mailigen provides an integration with Social Media platforms (in order to measure the effective of your entire marketing strategy) and also integrate with several third party services, platforms and tools, such as Stripe, Dropbox, Google Drive, Wordpress and Ecommerce platforms (Magento, WooCommerce, BigCommerce). Mailigen also have an integrated SMS Marketing platform for worldwide text messages delivery, including segmentation, text-messages scheduling, a report system (Google Analytics integration is available) and a SMS automation tool based on the subscribers’ behaviour, with an automated follow-up feature.