The Wealthbox Wall of Love

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