Demo: Wealthbox CRM + AI Notetaking for the Win!
Notes that write themselves. The Wealthbox AI Notetaker captures, transcribes, and summarizes your meetings into organized notes, actionable follow-ups, and searchable records, all directly inside the CRM. No extra tools or complex setups, just effortless meeting management that keeps your client relationships moving forward.
Join a 30-minute demo to see Wealthbox in action:
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Features Overview: Explore the simplicity and power of a modern, collaborative CRM built for financial advisors.
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AI Notetaker Overview: See how the AI Notetaker joins your calls, transcribes conversations, and creates structured notes saved instantly to the right contact record.
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CRM Data Migration: Learn how easy and secure it is to switch with our white-glove service.
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Q&A Session: Get answers and insights directly from a Wealthbox specialist.
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Get Started FreeAI-powered productivity, built right into the CRM.
Embedded directly within the platform’s Meetings feature, the AI Notetaker automatically records, transcribes, and generates actionable notes, all without ever leaving Wealthbox.
With the AI Notetaker, advisors can continue to focus on what matters most: building client relationships.
Native to Wealthbox
No integrations or extra logins.
Smart Summaries
Instant, accurate meeting recaps.
Save Hours Weekly
Eliminate manual note-taking.
Secure & Compliant
Designed for advisory firms.
“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
Meeting Prep
Walk into every meeting prepared with an AI-generated summary of recent client activity.
Automatic Transcription
Eliminate manual-note taking with a complete and searchable record of the discussion.
Follow up
Respond quickly, without starting from scratch using AI-generated follow-up emails.
AI-Generated Summaries and Suggestions
Easily review what was discussed with AI-generated meeting summaries that highlight key takeaways. Keep the momentum going by converting automatically generated “Ideas” into actionable tasks.
Built for advisors. Powered by AI.
The AI Notetaker helps financial advisors save time and deliver better service with automated, context-rich meeting documentation — all inside Wealthbox.