Live Webinar
Product Updates
Meet Wealthbox AI Agents: AI That Works While You Work
Thursday, October 8, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
AI in Wealthbox is taking its next step. Join Wealthbox for a first look at AI Agents, a new way for Wealthbox AI to proactively monitor client activity, identify what needs attention, and take action across the CRM.
In this webinar, we’ll show how AI Agents build on the Wealthbox AI Assistant to help advisors go beyond asking AI for help and start putting AI to work in the background. You’ll see examples of Agents designed for client monitoring, follow-up automation, birthday touchpoints, commitment tracking, personal reporting, new contact triage, time blocking, pipeline reviews, and more.
In this webinar, we’ll show how AI Agents build on the Wealthbox AI Assistant to help advisors go beyond asking AI for help and start putting AI to work in the background. You’ll see examples of Agents designed for client monitoring, follow-up automation, birthday touchpoints, commitment tracking, personal reporting, new contact triage, time blocking, pipeline reviews, and more.
this webinar will cover
- 1 Understanding the difference between the Wealthbox AI Assistant and AI Agents, and where each fits into an advisor’s day
- 2 Using AI Agents to proactively monitor activity and surface work that needs attention
- 3 Putting Agents to work across use cases like client monitoring, follow-up, commitment tracking, contact triage, pipeline reviews, and more
- 4 Using the client data and context already in Wealthbox to power more proactive AI workflows
- 5 Getting an inside look at AI Agents in action and what’s ahead for Wealthbox AI
SPEAKERS
Carrie Buth
Enterprise Solutions Engineer
Wealthbox
Chris Kopanski
Head of Customer Education
Wealthbox