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Modern CRM integrated with premier transcription services for the win!

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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.

Create Wealthbox contacts, tasks, notes, and more using your voice with Copytalk.

Webinar Recording

Digital Transcription + CRM: A Webinar on the Integration of Copytalk + Wealthbox

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Resources

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.”

Jomin Bishop

VP of Sales at Wealthbox