Get started with Wealthbox + Hazel
Modern CRM integrated with meeting intelligence to automate follow-ups.
Modern CRM integrated with meeting intelligence to automate follow-ups.
Overview
Hazel (formerly known as Thyme) is meeting intelligence for financial advisors. It automates capturing key details from client meetings by generating detailed summaries, actionable tasks, and organized notes. With the Hazel integration, advisors can easily sync the AI-generated meeting summaries, tasks, and notes from client meetings while ensuring that every critical piece of information is accurately recorded and easily accessible.
Capture and sync AI-generated meeting summaries, tasks, and notes with the Hazel integration for streamlined client management.Resources
“We're thrilled to integrate Hazel with Wealthbox, enabling advisors to effortlessly capture and sync every crucial detail from client meetings. This integration ensures that AI-generated summaries, tasks, and notes are accurate and help advisors stay organized.”
Fernando San Martin
CEO, Hazel
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