How Advisors Use Wealthbox + FinMate AI for Efficient Note-Taking

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Join us for a previously recorded 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 covers:

  1. How FinMate’s intelligence-driven note-taking tool can efficiently capture meeting discussions, highlighting key points and client sentiments.
  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 allows advisors to enable note-sharing directly to the Contact Record page in Wealthbox from the client page, enhancing meeting efficiency. 
  4. The benefits of the FinMate and Wealthbox integration, and how to get started with ease.


Daniel Yoo


Finmate AI

Chris Kopanski

Sr. Product Specialist


“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

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