Webinar: An Overview of the Wealthbox AI Notetaker
Join a Wealthbox specialist for a 30-minute walkthrough of the Wealthbox AI Notetaker, built to automatically capture, summarize, and log your client meetings right inside your CRM.
Presented by
Chris Kopanski
Head of Customer Education
Wealthbox
Agenda
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AI Notetaker Overview: See how Wealthbox AI joins your calls, transcribes conversations, and creates concise, structured notes that are instantly saved to the right contact record.
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Productivity Spotlight: Learn how AI-generated summaries, key points, and next steps reduce manual note-taking and keep your team aligned.
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Best Practices: Discover tips for customizing AI notes to fit your firm’s style and compliance needs.
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Q&A Session: Ask questions and get guidance from a Wealthbox specialist on rolling out AI Notetaker at your firm.
Daily Webinars
Tomorrow
November 10
12pm ET
Tuesday
November 11
12pm ET
Wednesday
November 12
12pm ET
Watch Recording
On Demand
14 minutes
Agenda
-
AI Notetaker Overview: See how Wealthbox AI joins your calls, transcribes conversations, and creates concise, structured notes that are instantly saved to the right contact record.
-
Productivity Spotlight: Learn how AI-generated summaries, key points, and next steps reduce manual note-taking and keep your team aligned.
-
Best Practices: Discover tips for customizing AI notes to fit your firm’s style and compliance needs.
-
Q&A Session: Ask questions and get guidance from a Wealthbox specialist on rolling out AI Notetaker at your firm.
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“The Wealthbox AI Notetaker within the new Meetings component is built natively into the CRM, which means advisors can save countless hours and deliver a client experience that drives real growth.”
Eric Negron
Founding Partner at Forefront Wealth Partners
Notes That Write Themselves
The Wealthbox AI Notetaker works across Zoom, phone calls, and in-person meetings—capturing conversations in real time and turning them into clean, structured summaries. Each set of notes is automatically saved to the right contact record in Wealthbox and ready to share with your team.
No more juggling between listening and typing. Just start the AI Notetaker and let Wealthbox handle the documentation.
Webinar: An Overview of the Wealthbox AI Notetaker
30 Minutes
Agenda:
- AI Notetaker Overview
- Productivity Spotlight
- Best Practices
- How to Get Started
- Q&A
On Demand Webinar: See Wealthbox AI Notetaker in Action
3 Minutes
Agenda:
- AI Notetaker Overview
- Productivity Spotlight
- How to Get Started