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Mobile Dictation Services + CRM: A Webinar on the Integration of Wealthbox & Mobile Assistant
Join us for a live webinar to learn more about the integration of Mobile Assistant & Wealthbox. This integration provides you an accurate way to capture and document important meeting note information directly into Wealthbox. Corey at Mobile Assistant will demonstrate this process, and also give a sneak peek at their soon to be released, redesigned mobile app, Talk It, that includes a cutting-edge “Assistant” template guide feature.

Mar 26, 2019 2:00 PM in Eastern Time (US and Canada)

Webinar is over, you can not register now. If you have any questions, please contact Webinar host: Wealthbox.