Wealthbox is excited to announce the AI Notetaker is now available. Following a successful pilot program, the AI Notetaker becomes the first advisor-focused meeting assistant natively embedded within an industry-leading CRM, allowing financial advisors to prepare, document, and follow up on client meetings—all without leaving Wealthbox. Purpose-built for the workflows of modern advisory firms and uniquely fused within Wealthbox’s CRM components, the Wealthbox AI Notetaker brings the power of artificial intelligence directly into daily operations, helping advisors save time, improve documentation accuracy, and strengthen client relationships.
Unlike third-party note-taking tools that require complex integrations or external platforms, the Wealthbox AI Notetaker is built directly into the CRM. Every transcript, note, and follow-up task stays securely connected to client records, streamlining compliance and enhancing productivity. This seamless integration reinforces Wealthbox’s reputation as the modern CRM for financial advisors, combining simplicity with innovation.
Eric Negron, Founding Partner at Forefront Wealth Partners
“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,” said Eric Negron, CEO and Wealth Advisor at Forefront Wealth Partners. “It captures every detail from client meetings and organizes them right inside Wealthbox, so advisors can focus on the conversation instead of taking notes. It’s like rocket fuel for advisor follow-through—and because it’s native to Wealthbox, it removes friction and transforms the CRM into a true growth engine.”
How it Works
The AI Notetaker enhances client interactions by automating the most time-consuming aspects of meetings, including prep, note-taking, and follow-up.
Whether meetings take place in person, on the phone, or virtually, the AI Notetaker works in the background to capture insights while advisors stay fully focused on the client.
With automatic transcription, real-time highlights, and AI-generated summaries, advisors gain accurate, searchable records of every meeting. Action items and client requests are easy to capture using the Highlight feature, while automated follow-up emails and task suggestions ensure nothing falls through the cracks.
Key capabilities include:
- Automatic Meeting Transcription: Generate complete, searchable transcripts without manual note-taking.
- AI-Generated Summaries & Follow-Ups: Review concise recaps and send professional follow-up emails in seconds.
- Collaborative Notepad: Build agendas, capture notes, and keep participants aligned in a shared space.
- Collaborators: Add assistants or team members for visibility and shared context at no extra cost.
- Context-Aware Task Suggestions: Turn AI-generated insights into Wealthbox Tasks with a single click.
Start Using the Wealthbox AI Notetaker Today
Enable the AI Notetaker in your Meetings component and start capturing meeting insights right away. For more information, check out this video, “Introducing the AI Notetaker”, from our How-To video series.
