VIDEO: How to Use Virtual Receptionists with your CRM to Run a More Productive Financial Advisory Firm

2023-02-14

Watch this recorded webinar with Chris Kopanski, senior product specialist at Wealthbox, and Maddy Martin, head of growth and education at Smith.ai, to learn all about how to use Smith.ai to benefit your financial advisory firm. Additionally, financial advisors will learn how to integrate Smith.ai's virtual receptionist service with their Wealthbox CRM to create better processes and workflows.

Watch the webinar here

Get Started with Smith.ai and Wealthbox

Smith.ai’s answering service for financial advisors is here to help you capture and qualify leads, intake clients, better serve existing clients, and run a more efficient financial advisory firm in general. New clients can sign up for a free consultation with our team or get started risk-free with our 14-day money-back guarantee.

If you're currently a Smith.ai customer, a Wealthbox customer, or both, learn about easily integrating the two platforms.

Tags:
Virtual Receptionists
Finance
Accounting
CRM
Written by Kelsey Johnson
Kelsey Johnson is the former marketing manager at Smith.ai. She is a legal tech expert focused on helping solos and small firms with their practices through tech-enabled operations, digital marketing, and communications.

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