Wealthbox is excited to introduce AI Wealthtech Week! This series of webinars is dedicated to exploring transformative AI wealthtech vendor offerings that are combined with the power of Wealthbox CRM (and our own AI offerings!) in the financial planning industry. Throughout the week, via daily webinars, advisors can engage with AI wealthtech experts, learn about the latest AI-driven tools, and discover how these innovations can enhance their practice. Register now and join us!
Each daily webinar, starting at 2 PM ET, Monday to Friday, September 16-20, will provide in-depth insights and practical tips on how advisors can use Wealthbox CRM + AI to enhance client relationships, streamline operations, drive growth, and enhance their overall practice management.
AI Wealthtech Week – Schedule
AI Wealthtech Webinar with Wealthbox & Cognicor
Monday, September 16th @ 2 PM ET
Kick off AI Wealthtech Week with a comprehensive introduction to AI’s capabilities in Wealthbox where you’ll learn how AI can simplify and enhance your reporting processes.
Then, we’re joined by our first partner of the week, CogniCor, who will demonstrate their AI-powered meeting assistant that integrates with Wealthbox to streamline routine tasks.
AI Wealthtech Webinar with WealthFeed & Laxis
Tuesday, September 17th @ 2 PM ET
On day two, we’re joined by Laxis and WealthFeed for an exclusive webinar showcasing their AI solutions and how they enhance the client meeting experience. Laxis will present its conversational AI technology, which makes capturing and analyzing meeting notes easier than ever.
Then, WealthFeed will dive into their AI-powered prospecting tool, to demonstrate how advisors can better prepare for client interactions.
AI Wealthtech Webinar with Jump & Levitate
Wednesday, September 18th @ 2 PM ET
As AI Wealthtech Week continues, day three focuses on how Jump and Levitate leverage AI within Wealthbox. Jump will demonstrate how their AI assistant streamlines meeting administration for RIA and BD teams, allowing firms to run more efficiently.
Then, Levitate will dive into how their AI-powered marketing platform provides tools to streamline advisor outreach through email, text, social media, and more.
AI Wealthtech Webinar with WEALTHAWK & Zeplyn
Thursday, September 19th @ 2 PM ET
Join us on day four to explore how WEALTHAWK and Zeplyn use AI to improve meeting administration and prospecting management within Wealthbox. WEALTHAWK will start by showing how their AI-driven tool identifies prospects in the budding stages of their buying journey.
Then, Zeplyn will showcase their integration, which can automate key administrative tasks, including meeting preparation, note-taking, and task management to enhance advisor efficiency.
AI Wealthtech Webinar with Zocks & FinMate AI
Friday, September 20th @ 2 PM ET
AI Wealthtech Week wraps up on day five with our final two partners: Zocks and FinMate AI. Join us for a demo from Zocks to learn how their AI-powered platform automates meeting prep, note-taking, follow-up actions, and personalized client communications from conversations, without recording.
Then, FinMate AI will present how their note-taking tool streamlines documentation processes across various meeting types, including Discovery and Review sessions, offering deep insights into client moods and preferences.
