Zoom Webinar is an easy video and web conferencing platform that allows you to communicate with your audience with video. With Zoom webinar, you can create highly performing events and conferences and engage with your audience leveraging your social media presence. In fact, the platform allows you to easily broadcast your event to Facebook Live or YouTube, and you don’t need to worry about technical stuff: the software is extremely easy-to-use, and event assistance is available upon request.

There are many benefits you can get from using Zoom Webinar, for example, you can take advantage of a one-click HD screen sharing, allowing you to share your PC screen and create web conferences, presentations and much more. Moreover, thanks to the double screen support, you can show slides and performances at the same time, to further improve your online events, giving them more professionality.

With Zoom webinar you have everything under your control. You can mute/unmute panelists, record the entire event, and also leverage the conference’s dialog box with live or text answers, in order to create Polls and Q/A sessions. Post-webinar reporting tools enable you to track your attendee’s behaviors during webinars and learn how to improve your performances.

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.

What you can do with Zoom Webinar and Wealthbox

Create new Wealthbox contacts in tags with Zoom Webinar

Create new Wealthbox contacts in reports with Zoom Webinar

Create new Wealthbox contacts in lead sources with Zoom Webinar

Update Wealthbox contacts in tags with Zoom Webinar

Update Wealthbox contacts in reports with Zoom Webinar

Update Wealthbox contacts in lead sources with Zoom Webinar

JOIN FOR FREE

About LeadsBridge

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.

 

Featured customers

Start Automating today!

Try LeadsBridge for free today or schedule a demo to see how LeadsBridge can help you scale your lead generation and marketing automation