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Blackbaud Luminate Online vs Wealthbox CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Blackbaud Luminate Online medium Failure Risk for Wealthbox CRM medium
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Comparison Summary

This comparison report of Blackbaud Luminate Online vs. Wealthbox CRM is based on a specific set of business needs and context. The comparison uses 3231 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Blackbaud Luminate Online and Wealthbox CRM

Blackbaud Luminate Online, Wealthbox CRM, EveryAction, Salsa CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Blackbaud Luminate Online covers Communication Management with E-Mail, Engagement Management with Offline, Event Management with Offline, Campaign Management with E-Mail, etc.

Wealthbox CRM focuses on Collaboration with Offline, Workflow Management, Contact List Management with Website, Conference Call Management with Offline, etc.

"Children’s Discovery Museum of San Jose will continue to offer a rich environment where children learn in their own hands-on and minds-on ways with one another—a respite from the distance learning and isolation of the past year. " - Cheryl Blumenthal

"Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. " - Toussaint Bailey

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Blackbaud Luminate Online

Focus area

Blackbaud Luminate Online is better than Wealthbox CRM for

Software Failure Risk

  • medium

logo Wealthbox CRM

Focus area

Wealthbox CRM is better than Blackbaud Luminate Online for

Software Failure Risk

  • medium

About

Blackbaud Luminate Online | Comprehensive Cloud Solution for Engaging Your Constituents

Modern CRM for financial advisors

Age

1981

Financials

IPO

Business Need

Total Processes
(we found evidences for)

61

40

Total Goals
(we found evidences for)

10

4

Top Processes

Evidences indicate better relative satisfaction

communication management

Read Reviews (174)

Read Reviews (16)

sending & publishing communications

Read Reviews (114)

Read Reviews (15)

tracking & monitoring communications

Read Reviews (30)

Read Reviews (0)

engagement management

Read Reviews (112)

Read Reviews (9)

engaging and following up

Read Reviews (105)

Read Reviews (9)

event management

Read Reviews (51)

Read Reviews (0)

campaign management

Read Reviews (39)

Read Reviews (5)

campaign monitoring

Read Reviews (5)

Read Reviews (0)

campaign analytics

Read Reviews (2)

Read Reviews (0)

helpdesk management

Read Reviews (26)

Read Reviews (6)

training & onboarding

Read Reviews (24)

Read Reviews (10)

content management

Read Reviews (20)

Read Reviews (1)

content sharing

Read Reviews (7)

Read Reviews (0)

content curation

Read Reviews (7)

Read Reviews (0)

social media management

Read Reviews (17)

Read Reviews (7)

social media analytics

Read Reviews (12)

Read Reviews (4)

scheduling post to social media

Read Reviews (3)

Read Reviews (0)

generation of new leads

Read Reviews (15)

Read Reviews (3)

contact list management

Read Reviews (13)

Read Reviews (26)

creating contact list

Read Reviews (4)

Read Reviews (21)

products & pricelist management

Read Reviews (12)

Read Reviews (0)

personalized marketing

Read Reviews (9)

Read Reviews (0)

advocacy management

Read Reviews (8)

Read Reviews (0)

workflow management

Read Reviews (6)

Read Reviews (31)

trade show marketing

Read Reviews (5)

Read Reviews (0)

relationship management

Read Reviews (5)

Read Reviews (3)

sales document management

Read Reviews (4)

Read Reviews (4)

contract management

Read Reviews (4)

Read Reviews (0)

rating and review management

Read Reviews (3)

Read Reviews (0)

knowledge management

Read Reviews (3)

Read Reviews (3)

creating knowledge base

Read Reviews (2)

Read Reviews (0)

calendar management

Read Reviews (2)

Read Reviews (0)

touchpoint management

Read Reviews (2)

Read Reviews (0)

channel management

Read Reviews (2)

Read Reviews (0)

opportunity management

Read Reviews (0)

Read Reviews (2)

conference call management

Read Reviews (0)

Read Reviews (23)

meeting management

Read Reviews (0)

Read Reviews (6)

sales call management

Read Reviews (0)

Read Reviews (6)

meeting management

Read Reviews (0)

Read Reviews (6)

pipeline management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Improve digital and social presence

  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Acquire customers

  • Enhance customer relationships

  • Increase customer life time value

  • Improve stakeholder relations

  • Improve internal communications

  • Launch new products

  • See 7 more

  • Acquire customers

  • Enhance customer relationships

  • Grow market share

  • Improve digital and social presence

  • See 1 more

Top Channels

Channels Used

  • offline

  • e-mail

  • social media

  • events

  • trade shows

  • mass media

  • website

  • video

  • Twitter

  • phone calls

  • user generated content

  • blogs

  • point of sale

  • See 10 more

  • offline

  • e-mail

  • social media

  • events

  • trade shows

  • mass media

  • website

  • video

  • Twitter

  • phone calls

  • user generated content

  • blogs

  • point of sale

  • See 10 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

low

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting