Live Webinar
Product Updates
Wealthbox + Claude: A New Way to Work With Your CRM Data
Monday, September 28, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Wealthbox is a launch partner for Claude for Financial Advisors, giving financial advisors a new way to put the client and practice data they’ve built in Wealthbox to work with AI.
Join Wealthbox and Anthropic for a closer look at the new Wealthbox connector for Claude, plus prebuilt skills designed around common advisory workflows. We’ll show how advisors can bring relevant Wealthbox context into Claude to prepare for client meetings, catch up on recent activity, organize follow-up, draft client communications, surface open tasks, and more.
Join Wealthbox and Anthropic for a closer look at the new Wealthbox connector for Claude, plus prebuilt skills designed around common advisory workflows. We’ll show how advisors can bring relevant Wealthbox context into Claude to prepare for client meetings, catch up on recent activity, organize follow-up, draft client communications, surface open tasks, and more.
WHAT WE'LL COVER
- 1 How the new Wealthbox connector brings CRM context into Claude
- 2 Ways to use Wealthbox data in Claude for meeting prep, follow-up, client communications, and day-to-day work
- 3 How prebuilt skills help advisors get started with common workflows without building prompts from scratch
- 4 How Wealthbox and Claude fit into a connected, AI-enabled advisor technology stack
- 5 How to connect your Wealthbox account and start using Claude with your existing CRM data
SPEAKERS
Drew Parker
GTM – Financial Services
Anthropic
Steve Carroll
Head of Product
Wealthbox