Streamline your data management process with the Zendesk Chat + Wealthbox integration

Zopim is a powerful live chat software that allows you to engage with your website visitors and customers. It includes a lot of tools for sales, engagement and analytics. The main goal of Zopim is improving the conversions rate. In fact the Zopim Team itself states that “83% of all online shoppers need support to complete a purchase. In addition, Zopim helps you to reduce cart abandonments and increase the orders value.

With the engagement features, you can perform proactive chats, sending pre-defined targeted messages to your customers, based on their behaviors and stage into the buying journey. Proactive chats are great to assist your customers and help them to complete their purchases. In fact, you can reach out to them while they are stuck on the cart page, or while they’re seeing a specific product or page.

Zopim also includes a robust and complete reporting system, which allows you to easily monitor, track and optimize all the team’s performances and activities. Zopim Analytics provide a real time tracking feature, useful to monitor your channels in real-time. It includes several metrics, such as the number of tickets received, chats missed, wait time and response time rate. Through the iOS/Android app, you can reach out to your customers also at any time, never missing a chat.

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.