Live Webinar
Product Updates
Wealthbox AI Assistant & Playbooks: Work Smarter With AI in Your CRM
Wednesday, November 11, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
What if advisors could spend less time searching for information, updating records, and managing repetitive tasks, and more time focusing on their clients? With Wealthbox AI Assistant and Playbooks, they can put AI to work directly within their CRM.
Join Wealthbox for the third session of Wealthbox AI in Action, a five-day webinar series dedicated to smarter ways of working in Wealthbox. This session will demonstrate how advisors can use natural language to interact with their CRM, get answers, take action, and create reusable Playbooks that simplify everyday workflows.
Join Wealthbox for the third session of Wealthbox AI in Action, a five-day webinar series dedicated to smarter ways of working in Wealthbox. This session will demonstrate how advisors can use natural language to interact with their CRM, get answers, take action, and create reusable Playbooks that simplify everyday workflows.
WHAT WE'LL COVER
- 1 Using Wealthbox AI Assistant to ask questions, retrieve client information, and take action within the CRM.
- 2 Creating and updating contacts, tasks, notes, and other CRM records using natural language.
- 3 How to build reusable Playbooks to streamline recurring tasks and standardize common workflows.
- 4 Practical Playbook examples, including daily planning, client meeting preparation, and follow-up management.
- 5 How Wealthbox AI integrations extend the Assistant’s capabilities across connected advisor technology platforms.
SPEAKERS
Alyssa Matangos
Enterprise Education Specialist
Wealthbox
Chris Kopanski
Director of Customer Education
Wealthbox