Wealthbox + Mobile Assistant

Modern CRM integrated with modern dictation services.

Overview

Mobile Assistant leverages technology to connect clients to US-based, human transcriptionists to help solve the problem of how to accurately capture and document client meeting interactions. The integration with Wealthbox allows users to dictate notes into Mobile Assistant and receive transcribed contact notes directly in Wealthbox.


Resources

Recorded webinar

Mobile Dictation Services + CRM: A Webinar on the Integration of Wealthbox & MobileAssistant

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