Integrations /Voice Dictation Tools
Modern CRM integrated with premier transcription services for the win!
Copytalk is a premier transcription service led by a renowned financial-services professional obsessed with accuracy, security, and privacy. The integration with Wealthbox allows users to send contact data to Copytalk and transcribe contact notes directly into Wealthbox.
“The integration between Copytalk and Wealthbox is an amazing fusion between transcription services and CRM technology that helps advisors work securely and efficiently.”
VP of Sales at Wealthbox
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Let’s do this!