Wealthbox is excited to announce an integration with Fireflies, an AI meeting assistant platform that helps record, transcribe, summarize, and analyze your meetings. With the Fireflies integration, financial advisors can capture and organize key meeting details within 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.
Join us for a live webinar on Wednesday, April 30th at 2:00 PM ET to learn more about the integration between Fireflies + Wealthbox.
Krish Ramineni, CEO & Co-Founder at Fireflies.ai
“Our partnership with Wealthbox helps financial advisors focus on what matters most—their clients,” said Krish Ramineni, CEO & Co-Founder at Fireflies.ai. “By automating meeting notes and follow-ups, we’re eliminating busywork so advisors can stay organized, responsive, and ahead of the game.”
“Wealthbox is designed to help financial advisors streamline client relationship management, and our integration with Fireflies takes that efficiency a step further,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “With automatic syncing of meeting notes, tasks, and contacts, advisors can spend less time on data entry and more time building client relationships.”
Charlie Fargo, Head of Product Partnerships at Wealthbox
How it works
With the Fireflies integration, financial advisors can seamlessly capture and organize key meeting details within Wealthbox. Fireflies automatically transcribes and summarizes meetings, syncing notes directly to the appropriate contacts in Wealthbox. If a meeting participant isn’t in Wealthbox, Fireflies can create a new contact, ensuring no important connection is missed.
Fireflies also maps meeting notes to relevant opportunities, helping advisors track important discussions and deal progress. Action items identified during meetings are automatically converted into tasks within Wealthbox, keeping follow-ups organized and preventing critical to-dos from slipping through the cracks. By eliminating the need for manual CRM updates, this integration allows advisors to stay focused on client relationships while ensuring their Wealthbox workspace remains up to date with minimal effort.
Learn more
- Integration Page: Learn more on the Fireflies + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Fireflies + Wealthbox integration with easy instructions.
Join us for a live webinar on Wednesday, April 30th at 2:00 PM ET to learn more about the integration between Fireflies + Wealthbox.
