Meetings
Meeting Details, All in One Place
Prepare, collaborate, and follow up on client meetings all within Wealthbox.
Meeting Prep
Get up to speed quickly—no digging, no guesswork.
Build agendas, capture notes, and keep participants aligned in a shared space. Collaborate with ease before, during, and after your meetings using the shared notepad. Walk into every meeting prepared with an AI-generated summary of recent client activity.
Summaries and Follow-Up
Ensure nothing falls through the cracks.
Review concise recaps and send professional follow-up emails in seconds. Respond quickly and professionally without starting from scratch.
Context-Aware Task Suggestions
Turn AI-generated insights into Wealthbox Tasks with a single click.
Keep the momentum going by converting automatically generated “Ideas” based on the conversation into actionable tasks.
