Wealthbox CRM Announces an Integration with Slack

Real-time collaboration on steroids for financial professionals as the modern CRM of Wealthbox integrates with the modern messaging of Slack.

Aug 05, 2015, 08:55 ET from Wealthbox CRM

NEW YORK, Aug. 5, 2015 /PRNewswire/ -- Wealthbox CRM, an activity stream-based client relationship management app for wealth management firms, has announced an integration with Slack, the messaging app for business teams. Through this integration, CRM updates in the activity stream of Wealthbox can now flow into the communication stream of Slack to enhance collaboration among a team of financial advisors. Wealthbox users can customize 22 different notification types (e.g. alerts for client onboarding, task assignment, workflow completion, inbound lead, new opportunity, scheduled event, etc.) that they wish to instantly appear in Slack.

Similar to Slack, the user experience of Wealthbox CRM is designed for communication and collaboration, atop CRM data management. Built with a social network-style activity stream to collaborate on CRM updates, Wealthbox also has @-mentioning, commenting, liking, and even emojis – like Slack – related to CRM workflows. Engineered with "web socket" technology, Wealthbox users on an advisor team have a live, persistent connection at the browser level that's updated with notification alerts in real-time.

John Rourke, CEO of Gotham Tech Labs, makers of Wealthbox CRM, said, "We've been avid users of Slack since it launched and we're starting to see our financial advisor customers adopt it too. Wealthbox CRM and Slack both have a modern design aesthetic with a focus on real-time, stream-based team collaboration along with controls for compliance. The Slack integration represents a complementary and seamless communication extension of Wealthbox CRM that we're happy to enable for investment professionals in financial services."

For more information about this integration, read this post about Wealthbox CRM and Slack on the Wealthbox blog.

Photo - http://photos.prnewswire.com/prnh/20150804/255121

Photo - http://photos.prnewswire.com/prnh/20150804/255122

SOURCE Wealthbox CRM