John Rourke, CEO, Gotham Tech Labs
New York, NY, – Feb. 11, 2014– Client relationships can be complex, managing them doesn’t have to be. Wealthbox CRM announced today that it is ushering in a new era of customer relationship management (CRM) for financial advisors. The clunky complexity of a traditional CRM has been stripped and replaced with a simplified interface design that elevates usability and the social aspect of CRM for advisors. Web-based Wealthbox CRM highlights a social “activity stream” that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps.
“Simplicity is the Ultimate Sophistication” – Leonardo Da VinciWealthbox CRM offers advisors a robust solution to managing their client relationships – without needing to be a database technician to navigate its daily workflows.
Wealthbox is designed for offices with a solo practitioner as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge.
Said Jason Wenk, a private-beta user of Wealthbox and President of Retirement Wealth Advisors, Inc., “Holy cow! Wealthbox is awesomely simple to use and is a seriously powerful workspace for our rapidly growing RIA firm. The social collaboration and team dynamics are amazing.”
Financial advisors interested in a demonstration of Wealthbox can visit the Gotham Tech Labs booth #513 at the Techonology Tools for Today Conference in Anahiem, California, January 10-12, or by visiting the Wealthbox site at www.Wealthbox.com for an instant signup and free trial.
Wealthbox CRM is designed, developed and operated by Gotham Tech Labs, Inc. , based in New York City. The company is developing a suite of complementary apps that connect investors with financial professionals including Wealthbase an inbound marketing network for financial advisors. To learn more about Wealthbox, visit www.Wealthbox.com.