The Wealthbox Wall of Love
August 4, 2016 · 5 min read
Anna on our support team sparks joy 😀 with advisors switching to @Wealthbox! ☯️
CRM Keywords: “astonish” “brilliant” “I” “am” “telling” “everyone” “about” “Wealthbox” pic.twitter.com/CEdUuaL2zo
— Wealthbox CRM (@Wealthbox) February 8, 2019
CRM Keywords: “impressed” “again” “you” “changed” “my” “life” | 😀 https://t.co/Xlj5rduprj
— Wealthbox CRM (@Wealthbox) January 18, 2019
We love the love that comes into our Support Desk…💙 pic.twitter.com/rniZyx63k5
— Wealthbox CRM (@Wealthbox) January 16, 2019
agreed – new @Wealthbox mobile app is very solid – so happy we made the move to this #CRM our utilization is sooo much higher and I’m sure @AlexChalekian would agree their new advertising is persuasive https://t.co/HhAU4oLiT0
— James Werner, CFP (@JAllenWerner) January 15, 2019
Bravo to @Wealthbox for your iOS app update – looks and works great in the few minutes I’ve been using it
— Russ Thornton (@RussThornton) January 9, 2019
Our firm loves @Wealthbox their new app is phenomenal and functions so beautifully. #advisorcrm #cuttingedge https://t.co/joMsyDokhT
— Eric Negron (@_The_Forefront) January 9, 2019
We ended up dumping Salesforce for @Wealthbox. Best decision we ever made! #CRM #fintech
— Alex Chalekian, CEP® (@AlexChalekian) May 11, 2018
. @Wealthbox knocked it out of the park with their new email integration. Assign tasks from email, ask for reminder if you don’t hear back, and way more… Seriously great stuff.
— Scott Bell (@iheartWallSt) May 1, 2018
I love WB 3.0! I used to be a diehard Redtail user and haven’t looked back. WB is simple to use yet does everything I need.
— Andy Pike CLU® CKA® (@HIAndyPike) May 1, 2018
CRM keywords: “love” “efficient” “pleasant” #FigureOutYourClientsNotYourCRM pic.twitter.com/5XaxmOLMri
— Wealthbox CRM (@Wealthbox) May 1, 2018
#CRM Keywords: “so” “happy” “quickly” “iterated” “praise” “transparency” “PHENOMENAL” pic.twitter.com/Zbk7cqZgsl
— Wealthbox CRM (@Wealthbox) April 13, 2018
Decided to move our firms CRM from Redtail to @Wealthbox CRM and I have to say I am very impressed. Their new email sync is all that… and a bag of chips 😉😎 Their interface looks really elegant like an iPhone and Facebook. Very excited about this CRM it’s a game changer.
— Eric Negron (@_The_Forefront) January 25, 2018
.@wealthbox 3 is chock full of awesome.
— Scott Bell (@iheartWallSt) January 26, 2018
Raving fans over on LinkedIn! Terry is a power-user of CRM, and a recent and evidently happy customer… 😀3⃣ pic.twitter.com/YyYykJr5ph
— Wealthbox CRM (@Wealthbox) January 25, 2018
CRM Keywords: “Nailed” “it”
🔨 #Wealthbox3 pic.twitter.com/kBdZWdpbXs
— Wealthbox CRM (@Wealthbox) January 24, 2018
@Wealthbox The email integration with Outlook is absolutely beautiful. Thank you very much! It is very much worth the extra cost per month. pic.twitter.com/lczuusxvYN
— Phil Dames (@pgd4702) January 24, 2018
If you’re a financial advisor and haven’t considered @Wealthbox before now is the time. Great update from them. https://t.co/xnEuoFsSAW
— Robert L Franer III (@FranerIII) January 25, 2018
Wealthbox really blows any other CRM app I’ve seen out of the water. Why are enterprise buyers so hung up on Salesforce?
— Robert Stanich (@RobertStanich) February 27, 2016
@Wealthbox Awesome, and you guys are amazing. This is the first CRM that I feel wasn’t designed for advisors over 80
— Andrew Komarow CFP® (@Andrew_Komarow) September 2, 2016
@Wealthbox has such an intuitive UI…kinda like how my 3 year old can navigate my iPad. No training needed! #FinTech
— Matt Riordan (@RioFinancial) July 26, 2016
Out with the old in with the new..CRM migration is complete! @Wealthbox is everything @RedtailCRM #ProjectTailwag claimed to be! #FinTech
— Matt Riordan (@RioFinancial) July 26, 2016
Keywords: “CRM” “that” “doesn’t” “suck” #customerfeedback pic.twitter.com/FcwxcdRa7y
— Wealthbox CRM (@Wealthbox) July 6, 2016
Keywords: “ready” “to” “buy” “love” “wealthbox”#Advisors: The switch is on –> https://t.co/erRzpg29J2 pic.twitter.com/PdQHfNWz1Y
— Wealthbox CRM (@Wealthbox) June 29, 2016
Keywords: “loving” “productivity” “power” “Wealthbox” “CRM” | #customerfeedback #advisors pic.twitter.com/llmp8EOhe9
— Wealthbox CRM (@Wealthbox) June 8, 2016
Keywords: “yet” “another” “advisor” “singing” “praises” | #WordOfMouth #EndUsersRule pic.twitter.com/aQ2772FX70
— Wealthbox CRM (@Wealthbox) June 7, 2016
Keywords: “happy” “great” …#FeatureSuggestions in #CRM pic.twitter.com/uozb9h1bJ1
— Wealthbox CRM (@Wealthbox) May 24, 2016
#Advisors: Experts, gurus, and pundits in CRM are experts, gurus, and pundits. ? See what #advisors say! pic.twitter.com/M0vfCkDHG7
— Wealthbox CRM (@Wealthbox) May 19, 2016
We’re gettin’ there… #agile #customerexperience pic.twitter.com/ohN2ZoL6y3
— Wealthbox CRM (@Wealthbox) May 19, 2016
Keywords: “very” and “happy” as in “We’re very happy with Wealthbox!” #Advisors: Get this > https://t.co/erRzpg29J2 pic.twitter.com/lXhS3a8tyM
— Wealthbox CRM (@Wealthbox) May 18, 2016
We love the LOVE. #Advisors: Get in on this –> Wealthbox for Chrome https://t.co/c7fx5xgmVu <– #CRM in your inbox pic.twitter.com/arrHJ6hdU9
— Wealthbox CRM (@Wealthbox) May 11, 2016
Hey we’re happy to help. We try. #customersuccess pic.twitter.com/1dOFU3KF8Q
— Wealthbox CRM (@Wealthbox) April 27, 2016
Keywords: “freaking” and “love” (as in “freaking love”). #Advisors: get in on this at https://t.co/erRzpg29J2 pic.twitter.com/z8BYGtOplJ
— Wealthbox CRM (@Wealthbox) April 19, 2016
Our favorite, unsolicited, out-of-the-blue, on-the-money quote in 2015 about Wealthbox CRM. (Thanks, @Jamie_McI!) pic.twitter.com/8MC00zshgD
— Wealthbox CRM (@Wealthbox) December 30, 2015
We’re incrementally upgrading our mobile app; Wealthbox customers have taken note… #feedback pic.twitter.com/VKRCWov1g3
— Wealthbox CRM (@Wealthbox) December 2, 2015
Keywords: “by far” …The 2-year search for a financial advisor CRM is over. Wealthbox has been discovered! pic.twitter.com/cpVdtb0qj3
— Wealthbox CRM (@Wealthbox) July 16, 2015
Customer keywords: “water” as in blow out of, “happy” as in to spread, “the” as in word. pic.twitter.com/U8pJ7BuAle
— Wealthbox CRM (@Wealthbox) June 30, 2015
#CRM Keywords: “very” “much” “enjoying” …#Advisors: pull the “trigger” here > https://t.co/RDwnsORkGd pic.twitter.com/wvDq6XEhHA
— Wealthbox CRM (@Wealthbox) June 11, 2015
More customer “love” of CRM. #Advisors: Get in on this > http://t.co/erRzpg29J2 pic.twitter.com/UBpggmU3wJ
— Wealthbox CRM (@Wealthbox) March 27, 2015
#Advisors: See what the buzz is about. Get a demo of Wealthbox > http://t.co/fdzNR1LkuC pic.twitter.com/dC1PQaVkSq
— Wealthbox CRM (@Wealthbox) March 4, 2015
A message to our customer support desk > Happy #Advisors pic.twitter.com/M7okcoIdXA
— Wealthbox CRM (@Wealthbox) January 6, 2015
More “love” in a “wonderful world” of Wealthbox CRM > #Advisors #LoveWealthbox pic.twitter.com/wCfnaZACxi
— Wealthbox CRM (@Wealthbox) November 20, 2014
“Love” of a CRM? #Advisors send us love notes like these regularly… pic.twitter.com/XwUx5OkfaY
— Wealthbox CRM (@Wealthbox) November 14, 2014
Another team of happy #advisors who just subscribed to @Wealthbox CRM > pic.twitter.com/LIKtztEZ0I
— Wealthbox CRM (@Wealthbox) March 3, 2014
Wealthbox CRM customer feedback, via our helpdesk… pic.twitter.com/zMByQayyv4
— Wealthbox CRM (@Wealthbox) February 16, 2014
