Presented by
Agenda
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:
Speakers
Product Owner
CogniCor
Sr. Product Specialist
Wealthbox
“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