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What is 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.
Benefits of using Wealthbox
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.
Why should I use Wealthbox
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.
What is Mixpanel
MixPanel is a leading product analysis, that lets you track how people behave in your mobile or web application.
Benefits of using Mixpanel
MixPanel enables you to discover how people use your application. By doing so, you can get the most relevant data you need to improve your app’s performance with mobile & web analytics. Measure engagement. With MixPanel you can measure the user’s engagement with your app, by tracking time spent on it and actions people take.
Why should I use Mixpanel
Mix Panel tools let you understand every user's journey. Advanced stats will give you an overview of the strengths and weaknesses of your app, in order to decide your next improvement to grow your business. Increase customers’ retention Mix Panel allows you to increase retention and get customers come back to by using email and push notifications. Moreover, with MixPanel you can track sources of web traffic, measure events and page views.
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.
Berwick Motor Group is a car dealership network, the goal of Berwick was to generate leads for their used car clearance campaign. Thanks to LeadsBridge and Facebook lead Ads,Berwick decreasing the cost per lead up to -65%