Introducing AI + Automations in Wealthbox

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Join us for an exciting previously recorded webinar to learn more about Wealthbox’s newest features: AI and Automations! These powerful tools are designed to make your workflows more efficient and your reporting more intuitive, helping you save time and enhance productivity.

Join product experts Steve Carroll and Chris Kopanski to learn more about:

  1. AI for Reports: Easily generate detailed reports with simple prompts.
  2. Contact Form Builder: Customize workflows and create multi-step forms.
  3. Send-to Actions: Integrate seamlessly with partners for streamlined updates and actions.
  4. Suggested Actions: Reduce repetitive tasks, minimize errors, and enhance productivity.


Chris Kopanski

Sr. Product Specialist


Steve Carroll

Head of Product


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