Get started with Wealthbox + Fireflies
Modern CRM integrated with an AI-powered meeting assistant for transcription, note-taking, and follow-ups.
Modern CRM integrated with an AI-powered meeting assistant for transcription, note-taking, and follow-ups.
Overview
Fireflies is an AI meeting assistant platform that helps record, transcribe, summarize, and analyze your meetings. With the Fireflies integration, meeting notes, contacts, opportunities, and tasks are instantly synced to Wealthbox. Financial advisors can automatically create contacts for meeting participants, map notes to relevant opportunities, and generate follow-up tasks — streamlining CRM updates so they can stay organized, enhance client interactions, and never miss a follow-up.
Automate task creation in Wealthbox from Fireflies meeting action items.
Automatically log your meeting notes to the right contacts and opportunities in Wealthbox using the Fireflies.ai integration.
Customize what you want to send to Wealthbox and where with easy-to-toggle integration settings.
“Our partnership with Wealthbox helps financial advisors focus on what matters most—their clients. By automating meeting notes and follow-ups, we’re eliminating busywork so advisors can stay organized, responsive, and ahead of the game.”
Krish Ramineni
CEO & Co-Founder at Fireflies.ai
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