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Modern CRM integrated with premier transcription services for the win!
Overview
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.
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Help Center article
“The integration between Copytalk and Wealthbox is an amazing fusion between transcription services and CRM technology that helps advisors work securely and efficiently.”
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