Live Webinar
Product Updates
Wealthbox AI Notetaker: From Meeting Conversations to CRM Action
Tuesday, November 10, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
Client meetings are filled with important details, but capturing notes, documenting conversations, and keeping client records up to date can take valuable time away from advisors.
Join Wealthbox for the second session of Wealthbox AI in Action, a five-day webinar series dedicated to smarter ways of working in Wealthbox. This session will explore how Wealthbox AI Notetaker helps advisors capture client conversations, generate meeting summaries, and turn important details into actionable next steps, all within their CRM.
Join Wealthbox for the second session of Wealthbox AI in Action, a five-day webinar series dedicated to smarter ways of working in Wealthbox. This session will explore how Wealthbox AI Notetaker helps advisors capture client conversations, generate meeting summaries, and turn important details into actionable next steps, all within their CRM.
WHAT WE'LL COVER
- 1 Capturing and transcribing client meetings across video, phone, and in-person conversations.
- 2 Generating AI-powered meeting summaries, follow-up emails, and suggested tasks to streamline post-meeting work.
- 3 Customizing meeting templates and summaries to fit different meeting types and workflows.
- 4 Using AI-generated meeting insights to keep client records organized and up to date.
- 5 Compliance controls and best practices for managing meeting transcripts, recordings, and sensitive client information.
SPEAKERS
Alyssa Matangos
Enterprise Education Specialist
Wealthbox
Chris Kopanski
Director of Customer Education
Wealthbox