recorded webinar

Virtual Receptionists + CRM: A Webinar on the Integration of Smith.ai & Wealthbox

Join Wealthbox and our partner, Smith.ai, to learn how our 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. We’ll also review key features of both products, including some new features that will interest existing customers.

Looking for a demo of Wealthbox?

Book a Demo