Live Webinar Ended
Product Updates
What’s New in Wealthbox: Q3 2026 Product Recap
Wednesday, October 7, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
Q3 brought a new wave of product updates to Wealthbox, with new AI capabilities, smarter meeting workflows, more flexible reporting, and new ways to organize and act on CRM data.
Join the Wealthbox team for a recap of the latest releases, including AI Agents, expanded AI Meeting Prep, new ways to turn meeting conversations into CRM updates, enhancements to AI Notetaker, new reporting capabilities, Filters and Saved Views for Custom Objects, and more.
Join the Wealthbox team for a recap of the latest releases, including AI Agents, expanded AI Meeting Prep, new ways to turn meeting conversations into CRM updates, enhancements to AI Notetaker, new reporting capabilities, Filters and Saved Views for Custom Objects, and more.
WHAT WE'LL COVER
- 1 Wealthbox AI Agents and how they can monitor activity and help move work forward
- 2 Exploring new AI Meeting Prep capabilities, including Custom Fields, Custom Objects, emails, and financial account data
- 3 Reviewing the latest AI Notetaker enhancements for before, during, and after client meetings
- 4 Exploring Report Filters, Interactive Charts, and Saved Views
SPEAKERS
Carrie Buth
Enterprise Solutions Engineer
Wealthbox
Chris Kopanski
Head of Customer Education
Wealthbox