Streamline your data management process with the Workable + Wealthbox integration

Workable is a cloud-based recruitment platform for businesses. Top companies like Declara, Tile, Invision, and Babbel use this app to build teams. It is also used by all startups selected in Facebook’s FbStart program. This tool helps you choose the right candidate. You don’t have to build a shortlist of suitable candidates. Rather, Workable allows you to choose the best candidate from a shortlist and helps you spend more time evaluating real prospects. The platform works on the notion that conversation can replace complex workflows. This allows you to easily collaborate with comments and notifications which are familiar concepts to Facebook users. Workable utilizes a simple process to make recruitment easy.

You need to have a LinkedIn account as it is the main tool used by this software. On LinkedIn, you need to create a careers page for your company. This page serves as your homepage on the Workable website and you can also embed it on your company website to advertise job openings. Plus, Workable automatically posts the open jobs on Indeed which one of the most popular online job boards. Workable does not need any installation, setup fees, or learning curves. You can get started in minutes because the platform simplifies time-consuming tasks such as browsing, screening, and managing candidates.

Workable helps you to promote your jobs in a cost-effective manner. You can post your open jobs on popular free job boards like Glassdoor and SimplyHired. Workable also offers discounts on premium sites like CareerBuilder and Monster. The vendor provides friendly and reliable customer service with knowledgeable agents to answer your queries over phone and by email. You can make better hiring decisions as a team. Ask external recruiters or your colleagues to upload, review, and screen candidates. Get email notifications and dispatch feedback from your tablet or smartphone. Invite as many colleagues as you need and set up different teams for different roles.

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.