recorded Webinar Integration Demos

Call Recording + CRM: A Webinar on the Integration of Lightspeed Voice + Wealthbox

Presented by

Join us for this live webinar to see how the integration between Lightspeed Voice and Wealthbox allows advisors to enhance their clients’ experience and increase productivity through call recording and documentation.

“Lightspeed Voice views integrations as an opportunity to accelerate procedural work by automating everyday tasks. The Wealthbox integration is a powerful asset for financial advisors to ensure users can capitalize on its versatility.”

Joel Poythress

Head of Strategic Planning, Lightspeed

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