Wealthbox has been making waves in the CRM space by releasing several AI and Automations features designed to streamline workflows, boost productivity, and enhance the overall client experience. As financial advisors continue to look for smarter ways to manage their operations, these new tools offer the perfect blend of efficiency and intelligence.
For a full demo of all of these new AI and Automations features, watch our previously recorded webinar.
AI for Reports
Wealthbox has introduced AI-driven reporting capabilities that automate the process of generating reports, transforming raw data into insightful business metrics with ease. Advisors can now create custom reports that reflect the health of their practice, track client engagement, and assess business performance—all in real time.
For more information on how AI for Reports can enhance reporting, read the full post here.
Contact Form Builder for Custom Workflows
Another major enhancement is the Contact Form Builder, a feature designed to simplify and automate the process of collecting and managing client information. This tool enables advisors to create customizable forms that automatically integrate into their workflows. Whether it’s for new client onboarding, data updates, or follow-up requests, advisors can now design multi-step forms that guide clients through each step, making the process more efficient and error-free.
To explore how the Contact Form Builder can transform client intake and communication, check out the full post here.
Send-To Actions
The release of Send-To Actions allows advisors to easily integrate their CRM workflows with leading financial platforms such as Schwab Advisor Center®, Fidelity Wealthscape, Docupace, and many more. With this new automation, key actions like sending forms, documents, and data can now be executed directly from Wealthbox, eliminating the need for manual data entry and reducing the risk of errors.
Read more about how Send-To Actions helps firms automate key tasks here.
Suggested Actions
Wealthbox has also introduced Suggested Actions, an automation feature designed to help advisors stay on top of their tasks and workflow steps with ease. This feature takes the guesswork out of task management by providing personalized, actionable suggestions based on the content of each task or workflow step.
To learn more about how Suggested Actions can optimize workflows, read the full post here.
For a full demo of all of these new AI and Automations features, watch our previously recorded webinar.
