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Generate more leads with the Wealthbox + Mautic integration
Wealthbox / Mautic
Integrations

Streamline your data management process with the Wealthbox + Mautic integration

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Does Wealthbox integrate with Mautic? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Wealthbox and Mautic

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 Mautic

Mautic is a marketing automation software designed to businesses of any size, which allows you to increase your leads, sales, and conversions.

With Mautic you can create highly effective marketing campaigns to grow your business without effort. Build your contact base. Mautic helps you turn your website into a source of highly qualified leads. Allow people to subscribe to your list by creating your own web forms and install them on your website or blog. Email marketing is one of the most important activities in your business. Mautic allows you to create newsletters, automatic follow-ups, nurturing campaigns to engage your audience and boost loyalty and conversions.

With Mautic you can manage your contacts’ base, subscribe/unsubscribe users, move them to other campaigns and much more. Thanks to Mautic’s built-in reporting and analysis tool, you can easily understand how people behave and interact with your business and identify weaknesses and strengths of your marketing strategy Social media marketing With Mautic you can connect with your audience while they are browsing the social media. By doing so, you’ll be able to empower your brand and improve engagement with your leads.


What you can do with Wealthbox and Mautic

Create new Mautic contacts in segments with Wealthbox

Update Mautic contacts in segments with Wealthbox


Other popular Mautic integrations offered by LeadsBridge

No integration available but…
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