Streamline your data management process with the Wealthbox + Microsoft Audience Ads 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.

Microsoft Audience Ads is a type of remarketing list that is generated by using first-party data to create more productive user segments.

Thanks to Microsoft Audience Ads users will be able to improve the performance of the campaign by reaching the right audience at the right time with the personalized audience.

When the data management platform (DMP) connects to the Microsoft Audience Ads, it is possible to import the personalized audiences that the user has already created into Microsoft Advertising for search remarketing. The custom audience works like remarketing and can be associated with ad groups as a target and offer, offer only, or as an exclusion.