Recorded Webinar
Product Updates

Introducing the Wealthbox AI Notetaker

PRESENTED BY

ABOUT THIS WEBINAR

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

SPEAKERS

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

Steve Carroll

Steve Carroll

Head of Product

Wealthbox

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