Recorded Webinar
Product Updates

What’s New in Wealthbox AI Notetaker

PRESENTED BY

ABOUT THIS WEBINAR

The Wealthbox AI Notetaker just got a meaningful upgrade, and the biggest change is how you walk into client meetings. Meeting Prep can now draw from the full contact record, including financial data, relationships, referral sources, and special dates, so advisors arrive with richer context and less manual prep work.

This webinar will cover

  1. 1 How AI-generated prep briefs now pull full contact context, and what that means for advisors preparing for reviews vs. prospect meetings
  2. 2 A new Contact-Based Meeting Visibility setting that automatically aligns meeting access with your existing contact rules
  3. 3 Why Meeting Prep is now available to assistants and support staff the moment one advisor in the workspace has a license
  4. 4 Native in-person recording on Android (and what makes it more reliable than browser-based recording)
  5. 5 Deep links inside Meeting Prep that turn a static brief into an interactive command center

SPEAKERS

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

Steve Carroll

Steve Carroll

Head of Product

Wealthbox

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