Wealthbox + Anthropic

Wealthbox CRM connected to Claude for Financial Advisors, giving advisors a new way to put their CRM data to work with AI.

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Overview

As a launch partner for Anthropic’s Claude for Financial Advisors, Wealthbox offers a connector for Claude, with prebuilt skills in Claude for Financial Advisors, that makes relevant Wealthbox data available to Claude. Advisors can use the client and practice context already in Wealthbox to prepare for meetings, organize follow-up, catch up on client activity, draft client communications, surface open tasks, and more.
Connect Wealthbox to Claude to put the client and practice context already in your CRM to work across everyday advisory workflows.
Peter Nolan
“Financial advice is built on a deep understanding of each client, and much of that context lives in the CRM. By working with Wealthbox, we’re making it easier for advisors to bring that context into Claude and use AI across meaningful, everyday workflows, from preparing for client meetings to managing what comes next.”

Peter Nolan, Head of Asset & Wealth Management at Anthropic

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