Integrations /AI Assistants

Get started with Wealthbox + Laxis

Modern CRM integrated with advanced conversation management


Laxis is an AI meeting assistant designed to enhance operational efficiency by identifying key elements of client conversations, allowing advisors to focus on engaging with their clients. With the Laxis integration, a note is automatically added to a Wealthbox Contact Record at the end of a client meeting with a link to the recording in addition to a summary of the meeting, customer requirements, and action items.

Get started with Wealthbox + Laxis

Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!