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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 MailingBoss
MailingBoss is an email marketing service that allows you to engage your contacts’ base and running email marketing campaigns without effort. Email marketing is one of the most powerful ways to build trust on your brand and make more sales.
Benefits of using MailingBoss
MailingBoss gives you the ability to use many tools and take the most out of your marketing activity. With MailingBoss, in fact, you can send instant newsletters and drip emails, in order to keep informed your audience about news, events, articles on your blog, and much more. Moreover, thanks to MailingBoss’ autoresponder, you can reach your leads and customers timely when they subscribe to your list, and run your email marketing campaigns on autopilot.
Why should I use MailingBoss
With MailingBoss you can also create automated campaigns that nurture your leads and engage them with the most relevant message. Thanks to the automation rules, you are able to set up triggers, which segmentate your audience in order to show the right offers to your prospective clients and customers, and consequently increase your sales volume.
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