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Description
We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.
Description
eyeCall® serves as a cloud-driven digital platform that merges traditional telephone communication with the benefits of video interaction and online showcases. By utilizing eyeCall®, you can create a personalized customer experience with a unique URL generated for each connection. This setup allows a one-way camera feed to function alongside a standard phone call, effectively transforming you into a virtual guide on your website. The design of eyeCall® ensures that the video overlay seamlessly integrates with any website used to display your services. All you need to get started is a reliable internet connection and the latest version of a commonly used web browser. By providing a visual element to accompany your voice, you significantly enhance your recognition among customers. This more engaging interaction fosters a stronger sense of trust and security in your customers, ultimately aiding them in making informed purchasing choices. With eyeCall®, you elevate the customer experience to a new level of personal connection.
API Access
Has API
No
API Access
Has API
No
Integrations
Ariath
Yes
Axis LMS
Yes
Chat Agents
Yes
Chief
Yes
CircleBlack
Yes
Desktop.com
Yes
Easyflow
Yes
Intulse
Yes
KonnectzIT
Yes
MoneyGuide
Yes
Integrations
Ariath
No
Axis LMS
No
Chat Agents
No
Chief
No
CircleBlack
No
Desktop.com
No
Easyflow
No
Intulse
No
KonnectzIT
No
MoneyGuide
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Starburst Labs
Country
United States
Website
www.wealthbox.com
Vendor Details
Company Name
eyecall.de
Country
Germany
Website
www.eyecall.de/
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Product Features
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
