Introducing the Wealthbox AI Notetaker

The Wealthbox AI Notetaker, now available in the new “Meetings” feature of Wealthbox, automatically transcribes your meetings, generates smart summaries, and drafts personalized follow-ups to help advisors save time and improve client engagement. Join Wealthbox to discover how this AI-powered tool can simplify your workflow and enhance your productivity.

This webinar will cover:

1. How AI transcription captures every detail, creating a searchable meeting record
2. Automatic generation of meeting summaries that highlight key takeaways
3. Personalized, AI-crafted follow-up emails ready to review and send
4. Best practices for integrating the Wealthbox AI Notetaker into your daily advisory routine