Webinar: Wealthbox + Smith.ai – Wealthbox CRM

recorded webinar

Webinar: Wealthbox + Smith.ai

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.

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