Wealthbox CRM wants to deliver “Social CRM” to financial advisers
Social CRM for financial advisers ushers in a new paradigm in managing client relationships
Your day begins with quick glance at your mobile device. Open an app and you see that six of your clients are traveling for business, two of them overseas. Another client just revealed that her daughter’s volleyball team won a regional championship.
At first it sounds like you’re checking your Facebook feed. Or perhaps you’re swiping through lists on Twitter.
But in fact, you’re checking your social CRM.
Social CRM for Financial Advisers
Facebook, LinkedIn, Twitter and more attract billions of users month after month by aggregating updates from your professional, personal, and social connections.
So why not build the same functionality into CRM software, the technology advisers use the most day after day?
Wealthbox CRM
One startup doing so is New York City-based Gotham Tech Labs with the introduction of Wealthbox CRM.
I reviewed the final beta version of Wealthbox CRM prior to its general release announced at this week’s 2014 T3 Conference and provided my impressions in this month’s Morningstar Advisor column.
So go visit Morningstar Advisor and find out how a social CRM might open up new opportunities in your business.
Image credit: Wealthbox.com
