Recorded Webinar
Product Updates

New AI Notetaker Enhancements in Wealthbox

PRESENTED BY

ABOUT THIS WEBINAR

The Wealthbox AI Notetaker continues to evolve with updates that make capturing, organizing, and acting on meeting conversations easier than ever. Join us to explore the latest enhancements, including uploading recordings, new meeting reporting, smarter meeting status visibility, improved contact and task association, and expanded prep capabilities, and learn how these updates help advisors spend less time on manual work and more time with clients.

This webinar will cover

  1. 1 Uploading audio recordings to generate AI‑powered transcripts, summaries, tasks, and follow‑up drafts
  2. 2 Using Meeting Reports and new filters to gain visibility into firmwide meeting activity
  3. 3 Understanding AI processing and completion status on your meetings list
  4. 4 How automatic contact and task association keep follow‑ups connected without manual steps

SPEAKERS

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

Steve Carroll

Steve Carroll

Head of Product

Wealthbox

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo