FinMate AI Partners with Wealthbox to Simplify Note-taking

Wealthbox is excited to announce an integration with FinMate, an AI-driven note-taking tool for financial professionals. The integration streamlines the note-taking process across various meeting types—including Discovery and Review sessions, offering deep insights into client moods and preferences. With the FinMate integration, advisors can enable seamless note-sharing directly to the Client Record page in Wealthbox from the client page, enhancing meeting efficiency. This integration allows advisors to optimize client engagement and deliver personalized financial advice.

Join us for a live webinar on Thursday, May 16th at 2:00 PM ET to learn more about the integration between Wealthbox + FinMate.

Daniel Yoo, Founder, FinMate AI

“Thanks to high customer demand, we’re proud to partner with Wealthbox,” said Daniel Yoo, Founder of FinMate AI. “We hope to save clients even more time and energy by having FinMate AI notes seamlessly integrated to Wealthbox CRM.”

Charlie Fargo head of partnerships at Wealthbox

Charlie Fargo, Head of Product Partnerships at Wealthbox

“Wealthbox is excited to announce the integration of FinMate AI into our platform,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “We’re excited to offer access to this AI-driven note-taking solution that allows advisors to optimize client engagement, all while increasing their efficiency and effectiveness between meetings.”

How it works

Once the integration has been enabled, advisors can take their meeting notes in the FinMate platform and simply “send” their detailed meeting notes to Wealthbox, where they will automatically add to the notes section in the Wealthbox Contact Record.

Advisors can take meeting notes in FinMate AI and then send to Wealthbox.

This integration streamlines the process for advisors, eliminating manual data entry and ensuring that important client meeting details are recorded and accessible within Wealthbox.