Upgrade the way your firm handles calls
Lightspeed Voice connects your phone system to Redtail and Wealthbox and adds NOVA automation to every conversation so your team saves time and keeps every record accurate.
Built for Financial Advisors
Lightspeed Voice® integrates cleanly with Redtail and Wealthbox, keeping every call, note, recording, and NOVA insight stored where your team already works.
Redtail Integration
Every call you take logs into the correct Redtail contact record, including recordings, notes, and activity details. Your team gets caller info immediately and can move through calls without any administrative cleanup.
- Real-time call pop-ups with client details
- Automatic sync of notes, recordings, and call activity
- NOVA Smart Summaries and Sentiment Detection saved to every record
- Reliable record keeping without manual work
Wealthbox Integration
Call details, recordings, and notes sync straight into the correct Wealthbox contact record. Your team sees caller context the moment the phone rings, with no digging or extra steps.
- Call pop-ups with client data
- Automatic sync of notes, recordings, and activity
- AI tools like Smart Summaries and Sentiment Detection oNOVA Smart Summaries and Sentiment Detection added to each call recordn each record
AI Call Intelligence Delivered Straight Into Your CRM
NOVA transcribes every call, builds summaries, applies sentiment, and pushes everything into Redtail or Wealthbox so your client records stay complete without manual effort.
Stay Ahead with Sentiment Insights
Spot risks, capture opportunities, and strengthen relationships with NOVA AI.
See How Every Call Really Went
Spot tone and sentiment shifts to understand what clients are feeling.
Know When Clients Need You
Get fast alerts when calls turn negative so your team can act instantly.
Accurate Call Documentation Right Where You Need It
Your CRM receives the full call story in seconds, including summaries and sentiment, giving advisors what they need for follow-ups and compliance.
- Clear summaries and sentiment added to each client record
- Recordings and transcripts linked for fast reference
- Advisors get accurate, ready-to-use notes for follow-ups
- Better documentation for compliance and client history
Why Businesses Choose Lightspeed Voice
Fast, reliable communication and automation built for insurance workflows.
#1 Rated Phone Service
Reliable performance and clear call quality that keeps your agency moving without downtime.
Award-Winning NOVA AI
Real-time transcription, summaries, and sentiment insights that help your team follow up faster and work smarter.
98% Customer Satisfaction
Responsive support from people who know agency operations and fix issues the moment they appear.
4.9 Star Google Rating
Proven trust across thousands of users who rely on Lightspeed every day.
Power Your CRM With Smarter Calls
See how Lightspeed Voice syncs calls, recordings, notes, and NOVA insights into Redtail or Wealthbox. Fill out the form and we will show you the full workflow.
