Project Althea

Look Mom, No Hands!

Advisors, take note(s): Our hands-free AI Meeting Assistant is coming

Team Wealthbox has been working on a new add-on product to complement our CRM software: an AI Assistant. Internally code-named Project Althea, this AI Assistant will be available this summer.

The initial release will provide Wealthbox customers capabilities ranging from note-taking to automatic transcripts and summaries, all of which will be beautifully fused in our CRM software for an amazing and productive user experience.

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THE ANSWER IS YES!

Some questions that present and future customers of Wealthbox might have…

So is Project Althea an initiative in Wealthbox to infuse AI throughout the Wealthbox application, and is this AI Meeting Assistant add-on product part of this?

Will the Wealthbox AI Meeting Assistant be released in July?

Will Wealthbox’s AI Meeting Assistant do meeting prep and follow-up, take notes in virtual, in-person, and call-based meetings, and help me collaborate with my coworkers in Wealthbox and seamlessly connect with other CRM components in Wealthbox for amazing productivity and a delightful user experience?

Will you announce the pricing of the Wealthbox AI Meeting Assistant soon?

Will it be different from other AI Notetakers in that it meshes beautifully into the Wealthbox CRM software application and does unique things?

If I already bought an AI Notetaker, can I continue to use it in Wealthbox?

I’m about to purchase an AI Notetaker, but with Wealthbox offering this capability by summer, should I consider paying month-to-month and not committing to a multi-year contract until I see how the Wealthbox AI Meeting Assistant fuses seamlessly with its core CRM software?

Will you continue to work with other AI Notetakers that partner with you?

I’ve heard rumors that, beyond the AI Meeting Assistant, Wealthbox is releasing another add-on product in 2025 that complements its CRM software. So it seems like you’ll be increasingly offering both à la carte and prix fixe software options, giving us choice. Is this all true?

Can I get early access and updates by signing up on this page?

Wealthbox’s AI Meeting Assistant

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AI Meeting Assistant from Wealthbox

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