Recorded Webinar
Integration Demos

Wealthbox AI Notetaker for Osaic Financial Professionals

PRESENTED BY

ABOUT THIS WEBINAR

Join Wealthbox and Osaic for an exclusive walkthrough of the new Wealthbox AI Notetaker. Purpose-built for financial professionals, the AI Notetaker automatically captures, summarizes, and organizes meeting notes directly within Wealthbox. From prep to follow-up, it keeps every detail connected to the right contact record. No extra tools or integrations required.

This webinar will cover

  1. 1 How the Wealthbox AI Notetaker captures and summarizes client meetings automatically
  2. 2 Ways to streamline prep, documentation, and follow-up—without leaving Wealthbox
  3. 3 Real examples of how Osaic financial professionals can use the AI Notetaker to save time and strengthen client relationships
  4. 4 A live demo of the AI Notetaker in action, plus Q&A with the Wealthbox team

SPEAKERS

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

Andrew Ladwig

Andrew Ladwig

Director of Business Development

Wealthbox

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