Lightspeed Voice + Wealthbox
Bring Every Client Conversation Into Wealthbox
Connect Lightspeed Voice with Wealthbox to identify callers faster and keep call notes and recording links connected to the right contact.
Open matching Wealthbox contacts when calls arrive
Add a timestamped note after each call
Automatically log calls, notes, recordings, and NOVA insights
See how Lightspeed Voice connects calling and client activity with Wealthbox CRM.
Built for financial professionals using Wealthbox
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Included with eligible Lightspeed Voice plans
See the Full Client Picture Before You Answer
When a client calls, Lightspeed Voice searches Wealthbox for a matching phone number and opens the corresponding contact. Advisors and staff can see who is calling and review relevant client information without manually searching the CRM.
- Match incoming calls with Wealthbox contacts
- Open the corresponding client record automatically
- Review client history before or during the conversation
Wealthbox Phone Integration with AI Call Intelligence
Lightspeed Voice integrates with Wealthbox CRM to add timestamped call notes and recording links to the correct contact. Advisors and staff can reduce manual updates while keeping client communication organized and ready for follow-up.
NOVA AI + Wealthbox
When paired with NOVA AI, Wealthbox-connected calling can support AI-generated summaries, transcription, sentiment insights, and follow-up workflows, giving teams more context from every customer conversation.
Explore AI Features
Work Smarter With Lightspeed NOVA AI
When Wealthbox is paired with Lightspeed Voice and NOVA AI, your team can gain additional context from client conversations.
Smart Summaries
Get to the key takeaways and action items—fast.
Sentiment
See how the conversation flowed with sentiment insights.
Transcription
Review the full conversation with searchable, AI-enhanced transcription.
Built for Financial Advisors and Client-Facing Teams
Spend More Time With Clients and
Less Time Updating Systems
Less Time Updating Systems
Faster Call Handling
See matching Wealthbox contacts as conversations begin.
Less Manual Data Entry
Automatically capture notes, recording links, and call activity after conversations.
Better Customer Context
Keep summaries, recordings, and communication history connected to each client record.
More Consistent Follow-Up
Keep important call information available to everyone serving the client.
FAQs
Frequently Asked Questions About
Lightspeed Voice and Wealthbox CRM
Lightspeed Voice and Wealthbox CRM
Does Lightspeed Voice integrate with Wealthbox CRM?
Yes. Lightspeed Voice connects business calling with Wealthbox CRM to support automatic contact screen pops, timestamped call notes, recording links, and organized client communication activity.
How does the Wealthbox screen pop work?
When a call arrives, the integration searches Wealthbox for a contact matching the caller’s phone number. When a match is found, the corresponding Wealthbox contact opens automatically.
What happens after a Lightspeed Voice call in Wealthbox?
Yes. After the call, a timestamped note can be added to the matching Wealthbox contact with a link to the recording for replay.
Are calls automatically documented in Wealthbox?
Yes. Completed calls can be documented in Wealthbox with a timestamped note and a link to the call recording.
How does the integration support financial-services recordkeeping?
Wealthbox contact records can keep call notes and recording links connected to the client relationship, helping firms maintain organized communication history. Availability depends on your firm’s configuration.
Does the integration include NOVA AI?
NOVA AI is an additional Lightspeed Voice capability. When enabled, it can provide searchable transcription, Smart Summaries, sentiment insights, information extraction, and follow-up assistance. Supported sensitive payment information can be automatically redacted from transcripts.
How much does the Wealthbox integration cost?
The integration is included with Lightspeed Voice. Contact Lightspeed Voice to confirm plan availability and account requirements.
What permissions are required?
The integration requires access to relevant Wealthbox contacts and notes. Your Lightspeed Voice onboarding or support team can help verify the necessary permissions.
Connect Every Wealthbox Contact With Every Conversation
Give your team faster access to client information, automatically capture call activity and NOVA insights, and maintain more complete Wealthbox records with Lightspeed Voice.
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