Tag Archives: Wealthbox

Social CRM for financial advisers: How activity streams will enhance client relationships

Posted on February 13, 2014 by in Social Media, Technology

Wealthbox CRM wants to deliver "Social CRM" to financial advisers

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

T3 2014: Joel Bruckenstein and David Drucker kick off the 9th annual adviser tech conference

Posted on February 11, 2014 by in Conferences

T3 2014 conference

T3 2014 is the place to be and be seen for all things financial adviser technology

T3 2014 Draws Over 600 Attendees

Joel Bruckenstein and David Drucker are no strangers to the technology trends in financial services over the last decade. Their premier conference, Technology Tools for Today, or T3, is in its ninth year, and in that time the duo have been on the front lines of pushing the envelope of technology.

If you’re not attending the event this year, you can still get you day started with the Day 1 conference intro video I created to kick off the event.

And no, you can’t wear a tie to T3! Or at least you shouldn’t. Rumor has it Bruckenstein is walking around with a pair of freshly sharpened scissors!

New Companies Aplenty

Bruckenstein and Drucker announced that this year’s event drew over 600 registered attendees and a record number of new companies launching new products or services built for financial advisers.

Joel Bruckenstein at T3 2014

Joel Bruckenstein welcomes over 600 attendees to T3 2014

A quick tour of the exhibit hall reveals that several of these new companies include Gotham Tech Labs and its Wealthbox CRM platform, Quovo and its portfolio aggregation and analytics platform, and RetireUp and its quick retirement plan illustration tool.

As time allows, check back here at FPPad.com for updates and buzz on some of the best sessions and discussions in and around the show floor.