VIDEO: How to Use Virtual Receptionists with your CRM to Run a More Productive Financial Advisory Firm
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.
Get Started with Smith.ai and Wealthbox
Smith.ai 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 customers can try our 30-day/10-call free trial or call us Monday – Friday, 5am – 6pm PT at (650) 727-6484. Email us at support@smith.ai.
If you're currently a Smith.ai customer, a Wealthbox customer, or both, learn about easily integrating the two platforms.