?? Happy Thanksgiving from all of us at Wealthbox! Wishing you a holiday filled with joy, gratitude, and time with loved ones. ??
关于我们
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
- 网站
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https://www.wealthbox.com
Wealthbox的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- United States
- 类型
- 私人持股
- 创立
- 2014
- 领域
- CRM、WealthTech、SaaS和Fintech
产品
![点击此处查看Wealthbox]()
Wealthbox
客户关系管理 (CRM) 软件
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox’s modern product design offers simplicity in the user experience that’s combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Wealthbox is owned by Starburst Labs, Inc.
地点
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主要
获取路线
US，United States
Wealthbox员工
动态
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We're excited to announce a new addition to Wealthbox: Lucas Meira has joined the team as a Senior Software Engineer!
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Wealthbox转发了
CRM Consultant | Custom Solutions to Achieve Sustainable Business Success for Financial Advisory Firms
?? New from Wealthbox: Send an Email from Workflows Simply add this button to the workflow step. ?? Pro Tip: Save email templates in Wealthbox to add to this functionality. Here’s an example: ?? Send Email Action Imagine you’re reaching out to Mr. and Mrs. Jones after being referred by a client. Your initial step is to send them a warm introductory email. After you launch the Prospect workflow, your team can send a templated email in minutes, ensuring consistency and efficiency! Save time, streamline processes, and deliver a stellar client experience. Check it out today! ???? ?? Want to learn how I help firms implement and optimize Wealthbox CRM? Schedule a Discovery Call https://lnkd.in/gsE9habJ #WealthboxAutomation #AdvisorsTips #WorkflowEfficiency #ClientOnboarding #CRMExpert
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Check out the recap of the latest AI & Automation features in Wealthbox. Read more ?? https://lnkd.in/gyxAUBAm
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? Starting soon! Join Steve Carroll and Andrew Ladwig for an exciting webinar about the newest features in Wealthbox: AI and Automations! It's not too late to register ?? https://lnkd.in/gpr6ERWt
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Making an Impact: With Wealthbox's continued growth, next year Jy Corbett and Charles Fargo will be taller than the #SchwabImpact conference signage. ...A great event. Thanks, Schwab Advisor Services ??
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?? New in Wealthbox: Suggested Actions! Users can now make a call or send an email directly from the Workflows or Tasks page. Learn more ?? https://lnkd.in/gQ-M9Pqu
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?? New in Wealthbox: Send-To-Actions for Custom Workflows! Users can now seamlessly integrate industry-leading financial platforms directly into their Wealthbox workflows. Learn more ?? https://lnkd.in/gBFrGgr6
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Game on! Team Wealthbox caught up with bestie partner Chris Candela in San Francisco at Schwab Advisor Services' annual #SchwabImpact conference.
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Wealthbox转发了
!!!!!!!!! Huge!
?? New in Wealthbox: Contact Form Builders for Custom Workflows! Users can now easily create multi-step forms, simplifying processes for both teams and clients. Learn more ?? https://lnkd.in/ggPufbnj
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