Generate more leads with the Webinar Jam + Wealthbox integration

WebinarJam is a leading webinar hosting platform that helps marketers and business owners create live, recorded and recurring webinars. Thanks its intuitive, easy-to-use webinar page builder, it is possible to create an entire “webinar funnel” and easily build opt-in pages, replay pages and thank you pages. Moreover, with WebinarJam you can fully customize your webinar pages with your logo and brand’s colors.

WebinarJam also allows you to lock your webinars with a different password for each attendee. You can uploads reserved docs for your audience that can be shared through cloud. With WebinarJam, you can share many different types of files like Keynote slides, PPT slides, PDFs, Word documents, Excel, CSV files and much more. WebinarJam is a time-saving tool. For example, by creating Hybrid Webinars you can re-use your past webinars and switch between live and pre-recorded mode.

Nowadays, Webinars are probably the most efficient way to engage your audience and sell your products and services. WebinarJam enables you to display amazing offers to your audience right on the webinar page. This feature can be used to make a time-sensitive discount offer, and people can catch your deals by simply clicking a button and purchase.

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.