Get started with Wealthbox + FastTrackr AI
Modern CRM integrated with an AI meeting assistant that automates prep, summaries, tasks, and follow-ups
Modern CRM integrated with an AI meeting assistant that automates prep, summaries, tasks, and follow-ups
Overview
FastTrackr is an AI Meeting Assistant that automates the end-to-end meeting workflow for advisors – from meeting prep to summaries to tasks, email follow-ups, and CRM updates. With the FastTrackr integration, advisors can create new client profiles, sync post-meeting notes & tasks, and review detailed meeting prep notes from FastTrackr AI.
Automatically generate meeting notes and tasks, sync them to Wealthbox, and instantly update the Contact Record in Wealthbox with all relevant details.“This FastTrackr and Wealthbox integration lets financial advisors effortlessly sync notes and tasks from client meetings to an existing Wealthbox contact or create a new one for prospects.”
Vineet Mohan
Cofounder, FastTrackr AI
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