AI Notetaker

Notes that write themselves.

Preps you before the call, captures it, and writes the summary and follow-up to the contact record.

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Why it matters

The meeting ends. The follow-up doesn’t have to.

You leave conversations with notes to type, emails to write, and things you hope to remember. The Notetaker closes that gap before you leave the room.

Back to Back Meetings

No write-ups after hours.

Five meetings in a day used to mean five write-ups after hours. Each one arrives summarized, with suggested next steps, before the next call starts.

HOWEVER YOU CONNECT

Works on any platform.

Zoom, Teams, Webex, or Google Meet, the Notetaker joins automatically. No bot to invite, no extra step before you start talking.

When Meeting in Person

Not just video calls.

Record in person meetings, capture a phone call, or upload audio you already have. It all lands in the same place as your virtual meetings.
How it works

From meeting to record, without the typing.

  1. Step 1

    Prep

    Generate an AI brief on the client, built from the last 12 months of activity in Wealthbox.
  2. Step 2

    Record

    The Notetaker joins the call, or records in person meetings. Audio is transcribed into a searchable record.
  3. Step 3

    Summarize

    A structured summary with key takeaways, plus suggested Ideas that convert to real tasks in one click.
  4. Step 4

    Follow up

    A drafted follow-up email and a drafted CRM note, both editable, both already attached to the right contacts.
Meeting Prep

Walk in already briefed.

The Prep tab reads 12 months of activity for everyone on the invite and writes a tailored outline: what changed, what’s open, and what you said last time.

  • Built from notes, tasks, opportunities, financial data, and past interactions
  • Includes a summary of recent email with the meeting’s contacts
  • Works for long-time clients and first-time prospects alike
Capture

Video, phone, in person, or uploaded.

The Notetaker captures video meetings, phone calls, in-person sit-downs, and recordings you already have, all as one searchable transcript.

  • Also available as a desktop app for calls outside the browser
  • Upload an existing recording and it is processed the same way
  • Native iOS and Android recording keeps running if you switch apps or lock the screen

See the Wealthbox AI Notetaker for Desktop
Into the record

Output that lands where the work happens.

The summary becomes a CRM note in one click. Suggested ideas become real tasks with owners and dates. The follow-up email is drafted and ready to send.

  • Draft a CRM note from the notepad or the AI summary in one click
  • Convert AI Ideas into tasks with just a click
  • Notes and tasks inherit the meeting’s associated contacts automatically

Collaboration

Shared notepad

Build the agenda before, type alongside the transcript during, and keep every participant working from the same page.

In the moment

Highlights

Flag a key moment as it happens, with retroactive capture so you can mark something you only realized was important after it was said.

Oversight

Meeting reports

Firm leadership sees meeting volume, participation, and patterns across teams, scoped to each user’s permissions.
Eric Negron
“The Wealthbox AI Notetaker is built natively into the CRM, which means advisors can save countless hours and deliver a client experience that drives real growth.”

Eric Negron, Founding Partner, Forefront Wealth Partners

The native advantage

Built inside, not bolted on.

Plenty of tools transcribe a meeting through an integration, then push a result back, until the sync lags or compliance asks who held the recording. The Wealthbox Notetaker never leaves the system your practice already runs on.

The Problem

Borrowed intelligence: Integrations

  • Layered on top via integration
  • Only sees the data it's given access to
  • Compliance depends on the integration
The Solution

Native intelligence: Wealthbox AI

  • Built inside the system of record
  • Full data visibility, updated in real time
  • Compliance controls native to the system

Security & Compliance

Recorded conversations, handled properly

Security and compliance certifications

Stays in Wealthbox

Transcripts, summaries, tasks, and notes live in the same system as the rest of the client record. No third-party data flow to audit.

Your permissions apply

Meeting records and reports respect your existing roles and permissions. People only see the conversations they are entitled to see.

You control recording

Start and stop the Notetaker per meeting. Restarting mid-conversation is marked in the record, so the transcript reflects what was actually captured.

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