INEO vs. Wealthbox CRM

INEO

0 Reviews and Ratings

Wealthbox CRM

7 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
INEO	Score 0.0 out of 10	N/A	INEO (formerly Lending Solution) offers anti-fraud and digital onboarding services built in to its financial services CRM. INEO solutions support both in presence and remote customer onboarding, with an omnichannel approach and management of customers and integrating the various phases of the onboarding process: biometric recognition, KYC and AML controls, digital signature and CRM.	N/A
Wealthbox CRM	Score 10.0 out of 10	N/A	Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.	N/A

Pricing

INEO

Wealthbox CRM

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
INEO	Wealthbox CRM
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	INEO	Wealthbox CRM
Top Pros	No answers on this topic	Pro Ease of use Pro Setting up Pro Contact info
Top Cons	No answers on this topic	Minus Get resolved Minus Slows down

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	INEO	Wealthbox CRM
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User Ratings
	INEO	Wealthbox CRM
Likelihood to Recommend	- (0 ratings)	8.0 (1 ratings)

User Testimonials
	INEO	Wealthbox CRM
Likelihood to Recommend	INEO No answers on this topic	Starburst Labs Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Pros	INEO No answers on this topic	Starburst Labs Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Cons	INEO No answers on this topic	Starburst Labs Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business. Issues do not get resolved timely. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Alternatives Considered	INEO No answers on this topic	Starburst Labs Wealthbox is more user friendly and has a better view Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Return on Investment	INEO No answers on this topic	Starburst Labs Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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