Streamline your data management process with the Wealthbox + Marketo 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.

Marketo is a powerful, Best-in-Class marketing automation software that helps companies improve their businesses, building a strong engagement with customers and leads. Marketo has an impressive and advanced features set designed for companies of any size.

Marketo enables you to manage your leads efficiently, by attracting new potential clients, covert them into subscribers and nurture them. Marketo sales insight With marketo sales insight you have under control your entire sales process. Thanks to this feature, you are able to optimize your funnel to make more sales. Email Marketing tools Marketo’s email marketing solution helps you build a strong and long-lasting relationship with your leads and customers. Thanks to marketing automation.

Marketo allows you to automatically create many segments within your list, which correspond to different email marketing campaigns. Thanks to marketing automation, you’ll be able to send more relevant content and offers to your leads and clients. Marketo social marketing Marketo enables you to integrate and manage your preferred social media channels within your marketing strategy, which allows you to increase the engagement of your audience on social media.