Live Webinar
Product Updates
10 AI Prompts to Get More from Wealthbox
Tuesday, September 1, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
AI is most useful when you know what to ask. The right prompts can help you quickly prepare for meetings, uncover follow-up opportunities, update client records, organize your day, and get more out of the information already in your CRM.
Join Wealthbox for a practical walkthrough of 10 powerful AI prompts you can put to work right away. We’ll share real-world examples, show you when and how to use each prompt, and explore how Wealthbox AI can help you spend less time on routine work and more time focused on clients.
Join Wealthbox for a practical walkthrough of 10 powerful AI prompts you can put to work right away. We’ll share real-world examples, show you when and how to use each prompt, and explore how Wealthbox AI can help you spend less time on routine work and more time focused on clients.
WHAT WE'LL COVER
- 1 Prepare for client meetings faster with AI
- 2 Identify follow-up opportunities and prioritize what needs your attention
- 3 Summarize client history and uncover important relationship insights
- 4 Use AI to update CRM records and handle routine tasks
- 5 Adapt prompts to fit your firm’s workflows and client service processes
SPEAKERS
Carrie Buth
Enterprise Solutions Engineer
Wealthbox
Chris Kopanski
Head of Customer Education
Wealthbox