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Generate more leads with the Wealthbox + Marketing 360 integration
Wealthbox / Marketing 360
Integrations

Streamline your data management process with the Wealthbox + Marketing 360 integration

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Does Wealthbox integrate with Marketing 360? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting Wealthbox and Marketing 360

Quick summary of 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.

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.

Quick summary of Marketing 360

Marketing 360 is a cloud-based platform that offers CRM software and is suitable for companies of all sizes. A key point of this cloud-based platform is the ability to access Marketing 360 through any device connected to the Internet, including laptops, tablets, and smartphones.

Using Marketing 360 CRM, users will be able to manage both sales leads and customers, all from a centralized location. This feature gives users the ability to view a customer's entire life span, helping them design effective marketing campaigns and accurately calculate the customer's lifetime value.

Also, Marketing 360 offers features that will allow companies to conduct marketing campaigns on social media, search engine optimization is also known as SEO and monitor marketing performance.


What you can do with Wealthbox and Marketing 360

Create new Marketing 360 leads with Wealthbox

Update Marketing 360 leads with Wealthbox


Other popular Marketing 360 integrations offered by LeadsBridge

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