Recorded Webinar
Product Updates

Discover AI & Automations in Wealthbox: A Live Demo

PRESENTED BY

ABOUT THIS WEBINAR

Join us for an exciting webinar about the newest features in Wealthbox: AI and Automations! In this session, Steve Carroll and Andrew Ladwig will walk you through the powerful AI and Automations features designed to make your workflows more efficient and your reporting more intuitive, helping you save time and enhance productivity.

Here's what you'll learn

  1. 1 AI for Reports: Discover how Wealthbox’s AI-driven report generation lets you easily create detailed, accurate reports with just a simple prompt.
  2. 2 Contact Form Builder: Learn how to fully customize workflows and build multi-step forms that meet your exact business needs.
  3. 3 Send-To Actions: Streamline your processes with effortless connectivity to tools like Schwab Advisor Center® and Fidelity Wealthscape®.
  4. 4 Suggested Actions: Learn how Suggested Actions use automation to prompt users to make a call or send an email directly from tasks or workflow.

SPEAKERS

Steve Carroll

Steve Carroll

Head of Product

Wealthbox

Andrew Ladwig

Andrew Ladwig

Director of Business Development

Wealthbox

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