Wealthbox AI Notetaker Overview
A walkthrough of the Wealthbox AI Notetaker, built to automatically capture, summarize, and log your client meetings right inside your CRM.
Wealthbox AI Notetaker FAQs
How much does the AI Notetaker cost?
The AI Notetaker is $49 per user per month. Licenses are only required for those who need a notetaker in their meetings—typically advisors and other client-facing staff. Meeting collaborators or guests do not need a license.
Do I need to use Wealthbox CRM to access the AI Notetaker?
Yes. The AI Notetaker is available exclusively to Wealthbox CRM users.
Can the AI Notetaker capture in-person or phone meetings?
Yes. The AI Notetaker works with virtual, in-person, and phone meetings. Supported virtual meeting platforms include Zoom, Microsoft Teams, Webex, and Google Meet.
How can I learn how to use the AI Notetaker?
You can explore detailed guides and tutorials at wealthbox.com/how-to.
Who typically needs an AI Notetaker license?
Anyone hosting or leading meetings where notes are captured—such as financial advisors, client service associates, or planners—should have a license. Team members who simply join or collaborate in meetings do not need one.
Can I try the AI Notetaker before purchasing?
Yes! You can start a free trial through Wealthbox Meetings to experience the AI Notetaker in action.