How Advisors are Using the Wealthbox AI Assistant

Join the Wealthbox team for a live demo of AI Assistant and see how advisors are incorporating conversational AI into their daily processes. The webinar will highlight real-world use cases, including meeting preparation, task prioritization, client research, and follow-up management, while showcasing how the Wealthbox AI Assistant helps advisors get answers from the information already inside Wealthbox.

This webinar will cover:

1. How advisors are using the Wealthbox AI Assistant in their day-to-day workflows
2. How to quickly surface client history before meetings and calls
3. How to prioritize tasks and identify overdue action items
4. Best practices and prompts for getting started with Wealthbox’s AI Assistant