Live Webinar
Product Updates
Wealthbox AI Agents: AI That Works For You
Thursday, November 12, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
AI is moving beyond answering questions and completing individual tasks. With Wealthbox AI Agents, advisors can take the next step toward a CRM that helps monitor activity, identify opportunities, and keep work moving forward.
Join Wealthbox for the fourth session of Wealthbox AI in Action, a five-day webinar series dedicated to smarter ways of working in Wealthbox. This session will introduce Wealthbox AI Agents and explore how advisors can use them to automate recurring activities, stay on top of client needs, and reduce manual work throughout the day.
Join Wealthbox for the fourth session of Wealthbox AI in Action, a five-day webinar series dedicated to smarter ways of working in Wealthbox. This session will introduce Wealthbox AI Agents and explore how advisors can use them to automate recurring activities, stay on top of client needs, and reduce manual work throughout the day.
WHAT WE'LL COVER
- 1 How Wealthbox AI Agents can monitor CRM activity and help move work forward proactively.
- 2 Practical Agent use cases, including daily briefings, client monitoring, birthday outreach, and commitment tracking.
- 3 How Agents can support pipeline reviews, new contact management, and personalized reporting.
- 4 Best practices for identifying opportunities to incorporate AI Agents into everyday advisory workflows.
SPEAKERS
Alyssa Matangos
Enterprise Education Specialist
Wealthbox
Chris Kopanski
Director of Customer Education
Wealthbox