AI Meeting Prep Now Includes Custom Fields, Custom Objects, and Emails

The best client meetings start with complete context.

AI Meeting Prep has brought together client activity like notes, tasks, meetings, relationships, financial information, and more into a single briefing. Many advisors keep important client context elsewhere, including inside custom fields, custom objects, or even their email inbox.

AI Meeting Prep now includes all three.

With support for Contact Custom Fields, Custom Objects, and email correspondence, advisors get an even more complete picture of every client before the meeting begins, without changing the way they work.

One Meeting Brief. More Client Context.

Every advisory firm is different.

Some firms use custom fields to classify clients by segment, referral source, or service level. Others rely on custom objects to track insurance policies, financial plans, estate documents, or other firm-specific records. And nearly every advisor has important client conversations living in their inbox.

Now AI Meeting Prep can intelligently incorporate all of that information into your meeting brief.

The result is a richer understanding of every client before the conversation starts.

Contact Custom Fields, Included Automatically

Custom Fields allow firms to capture information unique to their business.

Whether you track a client’s segment, referral details, preferred communication style, or other firm-specific information, AI Meeting Prep now considers those fields alongside the rest of the client profile.

There’s nothing to configure.

On the default Meeting Prep template, the AI automatically surfaces Custom Field values when they’re relevant to the section it’s writing, just as it already does with tags and background information.

Need something more specific?

Custom Meeting Prep templates can explicitly request particular Custom Fields or ask for all Custom Field values to appear in their own section.

Bring Custom Objects Into the Conversation

Many firms use Custom Objects to manage information that doesn’t fit inside a traditional CRM record.

Insurance policies. Financial plans. Estate documents. Tax records. Properties. Trusts.

Until now, advisors often had to look up that information separately before a meeting.

AI Meeting Prep now includes Custom Object records linked to the meeting’s related contacts and opportunities as part of its preparation process.

Instead of creating a separate “Custom Objects” section, the AI weaves relevant information naturally into the existing meeting brief wherever it provides useful context.

For firms that prefer a dedicated section, custom Meeting Prep templates can still explicitly request summaries of specific Custom Object types.

As always, Meeting Prep respects your existing permissions and only includes Custom Object records you already have access to view.

Your Client Emails, Right Where You Need Them

Some of the most important client conversations never happen in meetings.

They’re happening over email.

Scheduling conversations. Questions between reviews. Document requests. Follow-up commitments. Investment discussions.

Now, if you’ve connected your email account to Wealthbox, AI Meeting Prep automatically considers relevant email correspondence as part of your meeting preparation.

On the default template, email insights are incorporated wherever they fit naturally within the brief.

If you’d rather review email history separately, simply create a custom Meeting Prep template with a dedicated email correspondence section.

Built Into Every Meeting Prep

One of the best parts of these enhancements is what advisors don’t have to do.

There’s no new workflow.

No additional setup.

No special Meeting Prep template required.

Simply generate Meeting Prep the same way you always have.

Behind the scenes, AI Meeting Prep now evaluates:

• Financial data
• Relevant email correspondence
• Contact Custom Fields
• Linked Custom Objects
• Notes
• Tasks
• Meetings
• Relationships
• Tags
• Background information
• And more

The AI determines what’s relevant for each section of the brief and incorporates it naturally, giving you a more complete picture without overwhelming you with unnecessary information.

A Better Prepared Meeting Starts Here

Every client conversation is shaped by more than recent activity.

It’s influenced by firm-specific data, ongoing projects, previous conversations, and the countless details that make every relationship unique.

With Contact Custom Fields, Custom Objects, and email correspondence now included in AI Meeting Prep, Wealthbox brings even more context together automatically so you can spend less time gathering information and more time having meaningful conversations with your clients.