Comparison Summary
This comparison report of Wealthbox CRM vs. 4Degrees is based on a specific set of business needs and context. The comparison uses 778 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Wealthbox CRM and 4Degrees
Wealthbox CRM, 4Degrees, PlanPlus Online, Redtail 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.
Wealthbox CRM covers Collaboration with Offline, Workflow Management, Contact List Management with Website, Conference Call Management with Offline, etc.
4Degrees focuses on Relationship Management, Deal Management, Engagement Management, Pipeline Management, etc.
"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
"4Degrees is seamless - simple, easy to use, and helps us stay organized. " - Mo Muhtaseb
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.
About
Modern CRM for financial advisors
Intelligent relationship management for deal-driven teams,
Financials
PRIVATE
Business Need
Total Processes
(we found evidences for)
40
22
Total Goals
(we found evidences for)
4
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Enhance customer relationships
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Grow market share
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Improve digital and social presence
- See 1 more
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Enhance customer relationships
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Acquire customers
Top Channels
Channels Used
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e-mail
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e-mail
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
