We are thrilled to introduce AI and Automations in Wealthbox! The AI feature, called “AI for Reports,” is being released today, and we’re also introducing new, complementary “Automation” features in Wealthbox. All of these features can be accessed as part of a beta program for Premier plan and Enterprise plan users. Read on!
Join us for a live webinar on Friday, July 12th at 2 PM ET to learn more about how our AI + Automations can enhance productivity and streamline operations.
New: AI for Reports
With this AI-based functionality released today in Wealthbox, generating detailed reports is easier than ever. Users in the beta program can provide a prompt to generate a report, and the AI will do the rest. This results in faster report creation and increased accuracy, enhancing overall productivity and reliability.
Our AI for Reports not only streamlines the reporting process but also allows for customization to meet specific needs. For example, after using a prompt to create your report, you can adjust its parameters, include various data points, and even integrate charts and graphs effortlessly. The system’s intuitive interface makes it simple for users of all technical levels to produce comprehensive and visually appealing reports.
New Automation: Customizable Workflows with Contact Form Builder
Our new Contact Form Builder is another advancement that enables you to easily create and customize forms. This feature allows you to customize workflows and create multi-step forms tailored to your needs. Whether onboarding new clients or gathering detailed information, the Contact Form Builder streamlines the process, ensuring you efficiently capture all the necessary details. This customization capability means your information gathering can evolve with your business, adapting to new requirements effortlessly.
New Automation: Seamless Integration with “Send-To Actions”
Seamless integration between tech platforms is essential for an efficient workflow, and our Send-to Action for Workflows streamlines the process even more. With just a click, you can add integrations to your Workflows. This includes several integrations including options for opening accounts with Schwab Advisor Center® and Fidelity Wealthscape or completing forms in Docupace (plus more!) – making it easier than ever to streamline your tasks and boost productivity.
New Automation: Suggested Actions
With the ability to detect and make suggested actions based on your activity within your Wealthbox account, Suggested Actions appear on your tasks and workflow steps, allowing you to quickly call or email clients and stay on top of your follow-ups. This reduces the need for repetitive tasks, minimizes the risk of errors, and significantly enhances overall productivity.
Get Started with AI and Automations
AI and Automations will initially be accessible to users who join the beta program, with plans to extend availability to all users on the Wealthbox Premier and Enterprise plans soon.
Join us for a live webinar on Friday, July 12th at 2 PM ET to learn more about how our AI + Automations can enhance productivity and streamline operations.
Join the Wealthbox Beta Program
Wealthbox Premier plan and Enterprise plan customers can sign up for our beta program to access these innovative new features.
