recorded Webinar Integration Demos

How Advisors Use Thyme + Wealthbox for Smarter Client Meetings

Presented by

Join us for a previously recorded live webinar to see how advisors using Thyme and Wealthbox can streamline client meeting follow-ups. Learn how AI-generated summaries and tasks improve efficiency. Discover how this integration helps advisors save time, stay organized, and deliver exceptional client service.

This webinar will cover:

  1. How Thyme automates meeting intelligence to capture detailed summaries, tasks, and notes effortlessly
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before
  3. How the integration allows advisors to sync AI-generated meeting details seamlessly into Wealthbox
  4. The benefits of the Thyme and Wealthbox integration, and how to get started with ease

Speakers

Fernando San Martin Jorquera

CEO

Thyme

Andrew Ladwig

Director of Business Development

Wealthbox

“We're thrilled to integrate Thyme with Wealthbox, enabling advisors to effortlessly capture and sync every crucial detail from client meetings. This integration ensures that AI-generated summaries, tasks, and notes are accurate and help advisors stay organized.”

Fernando San Martin

CEO, Thyme

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