Integration Overview: A Webinar on the Integration of Wealthbox & Smith.ai – Wealthbox CRM

recorded webinar

Integration Overview: A Webinar on the Integration of Wealthbox & Smith.ai

Join Wealthbox and Smith.ai to learn how this integration provides advisors the ability to create new contacts and record call details directly into your Wealthbox account when Smith.ai’s virtual receptionists handle your calls.

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