How Advisors Use CogniCor’s AI-Driven Meeting Assistant with Wealthbox to Boost Productivity

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Join us for a previously recorded live webinar to see how advisors use CogniCor’s AI-driven meeting assistant, Sam, in Wealthbox to streamline all meeting-related processes and follow-up. This webinar will cover:

  1. How CogniCor’s artificial intelligence technology helps advisors accelerate productivity, enhance efficiency, and drive growth in their firms.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the integration between CogniCor and Wealthbox provides advisors with a virtual assistant in Wealthbox to make meeting scheduling, planning, and post-meeting follow-up a breeze.
  4. The benefits of the CogniCor and Wealthbox integration, and how to get started with ease.


Haritha Menon

Product Owner


Chris Kopanski

Sr. Product Specialist


“CogniCor chose to integrate with Wealthbox because of our shared value of providing advisors with a tool that simplifies their advising processes. With the integration, advisors can now cut their timelines for meeting prep and post-meeting follow-ups in half with the use of our AI meeting assistant, Sam without having to leave Wealthbox.”

Rosh Cherian

CTO at CogniCor

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