It's a CRM built from the ground up specifically for financial professionals, unlike other providers who sell off-the-shelf solutions that are catered to nobody in particular. It integrates with lots of other solutions that we already use on a daily basis, like Albridge & eMoney. Navigating through WB is fairly seamless and easy and the learning curve is a lot less intense than other CRMs. Lastly, they are the NEW CRM on the block, and are hyper focused on rapid innovation & growth compared to other, older CRMs who may not prioritize that anymore.

After working with clients I can jot notes and create Tasks for my admin to complete. Once she completes Task I'm sent an email which completes the circle of communication without added steps.

First, it is so user friendly. Our team picked it up and started using it from day one. They have fewer clicks to get what you need that our old CRM. And, our CRM engagement is up over 300% compared to using our old software.