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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 SAP
Sap is a leading multichannel marketing platform designed to increase your business by engaging your contacts’ base. Nowadays, businesses have access to many channels to promote their brands. Moreover, running marketing campaigns without a deeply understanding of your target audience, may be too expansive for the majority of businesses.
Benefits of using SAP
With Sap, you can save money and increase the effectiveness of your marketing. Sap enables you to understand your clients’ behaviors and preferences, in order to create a better customer experience and personalize their journey.
Why should I use SAP
SAP’s Hybris Marketing Cloud allows you to create dynamic profiles of your contacts, so that you can acquire more information about them. By doing so, it’s easier for you to segmentate your audience and reach them on their preferred marketing channel, showing the most relevant contents and offers.
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.
GMH Consultancy Service has developed campaigns to generate more leads, thanks to Facebook Lead Ads and LeadsBridge, GMH Consultancy Service was able to generate +2690 leads at 5,28$ per lead.