Recorded Webinar
Product Updates

Get More from Every Meeting with Wealthbox AI Notetaker

PRESENTED BY

ABOUT THIS WEBINAR

The Wealthbox AI Notetaker continues to evolve, helping advisors save time before, during, and after every client meeting. Join us for a live walkthrough of the latest AI Notetaker enhancements, including richer meeting preparation with financial account data, prompt-based editing for AI-generated content, support for active phone calls, self-service branding, and new ways to turn meeting conversations into CRM updates.

See how these new capabilities help streamline documentation, improve accuracy, and keep your CRM up to date with less manual work.

This webinar will cover

  1. 1 Using financial account data to create richer, more personalized Meeting Prep
  2. 2 Refining Meeting Prep, Meeting Summaries, and Follow-Up Emails with custom AI prompts
  3. 3 Capturing active phone calls, customizing your AI Notetaker, and improving meeting documentation
  4. 4 Turning Meeting Summaries into proposed CRM updates with AI Assistant and Playbooks

SPEAKER

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo