Discover AI & Automations in Wealthbox: A Live Demo

Join us for an exciting webinar about the newest features in Wealthbox: AI and Automations! In this session, Steve Carroll and Andrew Ladwig will walk you through the powerful AI and Automations features designed to make your workflows more efficient and your reporting more intuitive, helping you save time and enhance productivity.

Here’s what you’ll learn:

1. AI for Reports: Discover how Wealthbox’s AI-driven report generation lets you easily create detailed, accurate reports with just a simple prompt.
2. Feature #2: To Be Announced on Tuesday, November 19! – Stay tuned for an exciting update redefining how you customize workflows and gather information.
3. Feature #3: To Be Announced on Wednesday, November 20! – Get ready for another feature that will elevate your connectivity and efficiency.
4. Feature #4: To Be Announced on Thursday, November 21! – Don’t miss the reveal of a new feature that simplifies processes and enhances your business operations.