Wealthbox is excited to announce today a new partnership integration with Lightspeed Voice. The cloud-based VoIP telephone provider combines a fully featured communications platform with automated sales performance tools to help connect advisors with prospective clients. Lightspeed Voice and Wealthbox have partnered to bring efficiency to your daily routine.
How it works:
When you, as an advisor, receive a call from a client, that client’s corresponding Weathbox contact record will automatically launch when you answer the phone- saving you time from having to search for the client and pull up their information and notes.
Additionally, a client note will automatically be added to the client record within Wealthbox. This note includes a record of the client’s phone call with a timestamp of when the call occurred and a link to the recording that can be replayed at any time.
“No two users are the same and every business has unique needs,” said Joel Poythress. “Lightspeed Voice views integrations as an opportunity to accelerate procedural work by automating everyday tasks. Wealthbox is a powerful asset for financial advisors and we want to ensure users can capitalize on its versatility.”