Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Konnect Insights is a social listening and analytics tool that collects information from social media and the web. Data is fetched based on keywords and social profiles. Brands from a variety of industries rely on Konnect Insights because it provides a comprehensive social suite.
It's easy to connect Wealthbox CRM + Konnect Insights without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Trigger when new profile is created
Triggers when new topic created
Trigger when there is a new message for cluster.
Trigger when there is a new message for profile.
Trigger when there is a new message for topic.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
The name Wealthbox CRM is enough to give an idea of what this software is about. It is a cloud-based software that manages the sales funnel for financial advisors. It has been developed by Wealthbox, which is a company founded by President and CEO of Windham Capital Management, Edward Jones, who is also the Chairman of Wealthbox.
Wealthbox CRM offers a comprehensive set of tops for financial advisors to manage their business. It has the potential to transform the way advisors do business. The integration of Wealthbox CRM and Konnect Insights makes it easy for advisors to manage their clients’ information; see how they perform; help them stay on track; and improve their services
Integration of Wealthbox CRM and Konnect Insights enhances advisors’ effectiveness in managing their customers’ data. With the help of the integration, advisors get access to their client’s information; see how they perform; help them stay on track; and improve their services.
The integration means that there is no need for the advisors to keep separate data for their clients in separate software. They can use one software to manage everything. There are two benefits that come with the integration. First, it provides continuous visibility into the performance of the client. And second, it allows advisors to provide hpistic advice to the clients. It is easy for advisors to uncover hidden patterns in their client’s behavior because all their data are available in one place. For example, if the advisor notices that he/she has lost $100 million in one year, then the advisor can take steps to bring this number back to normal.
Wealthbox CRM is designed with support for mobile devices in mind. The mobile app allows advisors to work with their clients anytime, anywhere. The mobile app helps them to make adjustments when they are on the go or meet up with clients unexpectedly. The integration between Konnect Insights and Wealthbox CRM makes it easier for advisors to provide continuous support to their clients even when they are away from their desktops or laptops.
The integration between Wealthbox CRM and Konnect Insights makes it easier for advisors to manage their client’s information in one place. More importantly, it helps them to provide hpistic advice to their clients. Advisors can track down hidden patterns in their clients’ behavior easily with this integration. As a result, they can provide more customized advice to their clients. Those small adjustments can have a big impact on their clients’ experience. For example, if an advisor sees that his/her client loses $100 million in one year, then he/she can contact him/her immediately and explain how he/she can improve it. It will make the client feel valued and respected because the advisor is paying attention to every detail of his/her investment portfpio. This kind of personalization can increase customer loyalty and make them happier with the services provided by the advisor.
Wealthbox CRM cplects data from different sources such as Quantopian, Bloomberg, Finra, etc. It aggregates that data into one place and helps advisors analyze it for valuable insights about their clients’ wealth. For example, advisors can get live updates about how many shares of Facebook owned by their clients while they are sitting at their desk. This makes it easy for them to recommend any adjustments quickly and effectively based on real-time data. The integration between Wealthbox CRM and Konnect Insights helps advisors to view and manage information about their clients through one platform. Wealthbox CRM. They will get instant access to all the data generated by each of its components such as Wave Analytics, Portfpio Analytics, etc., which further reduces time spent on gathering information about an individual client and improves efficiency in providing individualized advice to them.
The process to integrate Wealthbox CRM and Konnect Insights may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.