Thursday, May 16, 2024 at 2:00 PM ET
Sign Up NowPresented by
Join us for a live webinar to see how advisors who use Wealthbox and FinMate AI can streamline the note-taking process across various meeting types, offering deep insights into client moods and preferences. This webinar will cover:
Speakers
Founder
Finmate AI
Sr. Product Specialist
Wealthbox
“We hope to save clients even more time and energy by having FinMate AI notes seamlessly integrated to Wealthbox CRM.”
Daniel Yoo
Founder, FinMate AI
A recording of this webinar will be available here within the next few days. Check back soon!
View All Webinars