Wealthbox CRM for Financial Advisors
For those of you that don’t know about Wealthbox, it’s a new web-based CRM system for advisors that launched this earlier year. It’s known for its hyper simplicity and “social design.” It kind of reminds me of being on Facebook. Super easy to find things, super easy to add things, to find people, etc.
There’s no training required with Wealthbox CRM, you just sign up and go. With its modern Facebook-style “activity stream” you can also internally collaborate with your assistant or partners, and everyone can see what new CRM updates are happening. Wealthbox even integrates externally your social network accounts in private activity streams to monitor the life events of your prospects and clients online.
My good friend Jason Wenk, head of Retirement Wealth Advisors, is a Wealthbox CRM user and has said, “Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm.”
With the new feature of “automated workflows” advisors can easily automated *and* collaborate on various routine processes that happen in your firm – like new client on-boarding. That’s what’s unique about Wealthbox: advisors can privately collaborate with CRM activity, such as automated workflows. From monitoring firm activity, commenting on updates, coworkers notifications, to even emoji messaging to add some team spirit, Wealthbox adds the human, collaborative touch to rote software rules for a compelling user-experience.
Wealthbox CRM is made by Gotham Tech Labs in New York City. John Rourke and his team up there have a lot of career experience in CRM technology so you might want to check Wealthbox CRM out today.
Remember to enter the referral code “JOE” when you get your free 30-day trial.
Why are automated workflows in Wealthbox CRM good for advisors?
- Increases efficiency and productivity in your practice.
- Assists in compliant activity and advisor accountability in your firm.
- Provides a consistent user-experience in the servicing of prospects and clients.
- Adds a sense of mission and fosters teamwork for your firm.
- From Wealthbox’s point of view, it amplifies the social, collaborative features in Wealthbox such as the activity stream, workflow commenting, and coworker notifications.
So again, go to Wealthbox.com come for a free trial with that referral code JOE.
Here is the 90-second Wealthbox video that I mentioned:
(Click the “Full Screen” button next to “HD” in the play bar after you hit Play)