Wealthbox

Wealthbox is a modern, web-based CRM for financial advisors.
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Wealthbox is a modern, web-based CRM for financial planners and wealth advisors. When Smith.ai and Wealthbox are integrated, each call handled by a Smith.ai receptionist is automatically documented in your Wealthbox account. New contacts are instantly created, and each call summary is logged as a new note for a contact (new or existing).

Wealthbox also integrates with Smith.ai Web Chat. Set up this integration to have all new chat conversations logged in your Wealthbox account as new contacts with a note containing the chat transcript.

Trusted by 3,000+ businesses

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Converts callers into clients
Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients.
Jeremy Treister
Owner, CMIT Solutions of Downtown Chicago

Trusted by 3,000+ businesses

5.0 stars
4.9 stars
5.0 stars
4.6 stars

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