See Wealthbox’s
AI Notetaker in Action

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.

Demo agenda – 30 minutes

  • 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.

Not using Wealthbox yet? Schedule a full CRM product demo.

“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.

Have any questions?

Let’s talk about your CRM needs.

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