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

Generate more leads with the Wealthbox + MessageBird integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Wealthbox and MessageBird

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 MessageBird

MessageBird is a leading cloud communication platform with its own telecommunications infrastructure.

This software is used to modernize and simplify the communication space with customers. As the only leading cloud communications platform with its own telecommunications carrier infrastructure, MessageBird connects over 15,000 enterprises to their global customers via the fastest and most reliable SMS, Voice and Chat APIs in the world.

Today MessageBird is powered by a world-class team of over 20 nationalities from offices in Amsterdam, San Francisco, Singapore, Sydney, London, Hamburg, and Shanghai.


What you can do with Wealthbox and MessageBird

Create new MessageBird sms in groups with Wealthbox

Create new MessageBird contacts in groups with Wealthbox

Update MessageBird sms in groups with Wealthbox

Update MessageBird contacts in groups with Wealthbox


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

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