Wealthbox is pleased to announce that The Joseph Group has selected Wealthbox Enterprise as its CRM platform. The firm will roll out Wealthbox Enterprise to a team of 25 users, along with the AI Notetaker, to enhance collaboration, strengthen visibility into client relationships, and drive greater operational efficiency.

The Joseph Group serves individuals and families through a personalized approach to wealth management, with an emphasis on long-term relationships and coordinated client service. As the firm continued to expand its team and operations, leadership identified the need for a CRM that could bring greater consistency to workflows while remaining easy for advisors to use in their day-to-day work.

Wealthbox Enterprise was selected for its ability to unify client data, streamline internal processes, and support the firm’s existing technology ecosystem. In particular, The Joseph Group saw value in Wealthbox’s workflow actions, which enable teams to automate key activities such as logging calls and emails, updating client records, and sending data directly to custodians like Schwab and Fidelity for digital account opening.

The firm was also drawn to the native AI Notetaker built directly into Wealthbox. By eliminating the need for a separate application or browser tab, advisors can capture meeting notes, generate summaries, and create follow-up tasks within the same system where they manage client relationships. This integrated experience supports stronger adoption across the team while reducing friction during and after client conversations.

Jodi Picetti, Director of Client Services at The Joseph Group

“We wanted a CRM that supports our commitment to Simplify, Clarify, and Encourage,” said Jodi Picetti, Director of Client Services at The Joseph Group. “The scalability and simplicity of workflow automation, along with a native AI Notetaker, will allow our team to work efficiently and help fulfill our mission of helping create great lives, one story at a time.”

“We’re excited to support The Joseph Group as they implement Wealthbox Enterprise across their team,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “Firms are looking for ways to simplify how work gets done while still gaining better visibility into client activity. Wealthbox helps make that possible by combining ease of use with built-in automation and AI.”

Jomin Bishop, VP of Enterprise Sales at Wealthbox