The best meeting notes don’t just capture conversations; they help you prepare, follow up, and keep client records up to date with less manual work.

We’re excited to introduce several enhancements to the Wealthbox AI Notetaker that make it even more useful before, during, and after every client meeting. These updates include richer meeting preparation with financial account data, prompt-based editing for AI-generated content, more flexible call recording, self-service branding, and improvements that make AI-generated summaries even more accurate.

These enhancements help you spend less time managing meeting details and more time focusing on clients.

Bring Financial Account Data into Meeting Prep

Meeting Prep can now include financial account information directly within your custom meeting preparation templates.

When a template requests financial information, Wealthbox AI can automatically summarize assets, accounts, holdings, and other portfolio details using the same financial data available through the Wealthbox AI Assistant.

Depending on the information requested, Meeting Prep intelligently formats the results as summary widgets, tables, or charts to make important client information easy to review before a meeting.

Whether you want a high-level overview of assets under management or a detailed breakdown of holdings, financial information is now available as part of your existing meeting preparation workflow.

Refine AI Content with a Prompt

AI-generated Meeting Prep, Meeting Summaries, and Follow-Up Emails now support prompt-based refinements.

If you’d like to correct a client name, add additional context, remove a section, or adjust the wording, simply tell the AI what you’d like to change. Wealthbox applies your requested changes while preserving the rest of the generated content, allowing you to continue refining the output until it reflects exactly what you need.

This gives you more control over AI-generated content while making it easier to tailor outputs for each meeting.

Start AI Notetaker on Calls Already in Progress

AI Notetaker can now be added to phone calls that are already in progress.

With this release, you can now add AI Notetaker to an active phone call, even if the conversation started elsewhere. Wealthbox joins the conversation and automatically generates a transcript, meeting summary, action items, and follow-up email when the call is complete. Users have always been able to add notetakers to calls started from Wealthbox, and now you’ll be able to conference in the notetaker if your client calls you, or if you call from your cell.

It’s another way AI Notetaker fits naturally into the way you already communicate with clients.

Customize Your AI Notetaker

Organization administrators can now personalize how the AI Notetaker appears during virtual meetings.

From Organization Settings, admins can update the display name used in Zoom, Microsoft Teams, Google Meet, and Webex, or upload custom branded images that reflect their firm’s identity.

Turn Meeting Conversations into CRM Updates

Meeting notes don’t just document conversations; they often contain important client information that belongs in your CRM.

With this enhancement, you can use the Wealthbox AI Assistant to turn information captured during a meeting into proposed CRM updates. Using Meeting Summaries and AI Playbooks, the AI can identify details discussed with a client and prepare new records or updates for Contacts, Opportunities, Tasks, Custom Fields, or Custom Objects. Before anything is written, you can review the proposed changes and approve them with a single click.

This helps reduce manual data entry while making it easier to keep client records accurate and up to date after every meeting.

In addition to all of the updates above, we’ve also improved the overall accuracy of the AI Notetaker. Meeting Prep and Meeting Summaries now include enhanced date interpretation. We’ve also expanded support for shorter conversations, allowing AI Notetaker to generate meaningful summaries across an even wider range of client interactions.

While these changes happen automatically, they help make every AI-generated summary more accurate and more useful.

Get Started Today

These AI Notetaker enhancements are now available in Wealthbox. Together, they represent another step toward making AI Notetaker a more complete meeting companion, from preparation before the meeting to follow-up after it’s over.

We’re excited to continue expanding AI Notetaker and look forward to bringing even more AI-powered capabilities to Wealthbox in future releases.