SavvyMoney vs. Wealthbox CRM

SavvyMoney

Wealthbox CRM

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
SavvyMoney	N/A	Small Businesses (1-50 employees)	SavvyMoney is a Financial Services CRM and financial-wellness platform that enables banks, credit unions, and fintech companies to deliver credit-score insights, personalized offers, and account-opening journeys within digital banking. It combines consumer credit education and monitoring with analytics designed to identify lending, deposit, and relationship-growth opportunities.	N/A
Wealthbox CRM	Score8.3 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

SavvyMoney

Wealthbox CRM

No answers on this topic

No answers on this topic

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

No setup fee

No setup fee

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

User Testimonials
	SavvyMoney	Wealthbox CRM
Likelihood to Recommend	SavvyMoney No answers on this topic	Wealthbox (Starburst Labs, Inc) 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 Cortnie Pannill New Business Team Lead Read full review
Pros	SavvyMoney No answers on this topic	Wealthbox (Starburst Labs, Inc) Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized Cortnie Pannill New Business Team Lead Read full review
Cons	SavvyMoney No answers on this topic	Wealthbox (Starburst Labs, Inc) 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 Cortnie Pannill New Business Team Lead Read full review
Alternatives Considered	SavvyMoney No answers on this topic	Wealthbox (Starburst Labs, Inc) Wealthbox is more user friendly and has a better view Incentivized Cortnie Pannill New Business Team Lead Read full review
Return on Investment	SavvyMoney No answers on this topic	Wealthbox (Starburst Labs, Inc) Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized Cortnie Pannill New Business Team Lead Read full review
ScreenShots	SavvyMoney Screenshots