Using AI for Enhanced Dashboard Insights in Large RIA Firms

Unlock the power of Wealthbox’s AI and Automations features to create detailed reports and transform them into actionable dashboards. Learn how these tools can help you track business metrics and make informed decisions.

Join Jy Corbett, Managing Director and Jomin Bishop, VP of Enterprise Sales at Wealthbox to learn more about:

1. Using AI to identify key data points and generate comprehensive reports.
2. Converting AI-generated reports into dashboards for real-time business tracking.
3. Customizing dashboards to align with your firm’s specific goals and strategies.
4. Best practices for large RIAs to leverage dashboard data for strategic decision-making.

Don’t miss out on learning how these features can transform your Wealthbox experience.