Get started with Wealthbox + FinMate AI
Modern CRM integrated with AI note-taking to simplify client communication
Modern CRM integrated with AI note-taking to simplify client communication
Overview
FinMate is an AI-driven note-taking tool for financial professionals. It streamlines the note-taking process across various meeting types, including Discovery and Review sessions, offering deep insights into client moods and preferences. With the FinMate integration, advisors can enable seamless note-sharing directly to the Client Record page in Wealthbox from the client page, enhancing meeting efficiency. This integration allows advisors to optimize client engagement and deliver personalized financial advice.
Meeting notes sent from FinMate AI are automatically added as notes in the Wealthbox Contact Record.“We hope to save clients even more time and energy by having FinMate AI notes seamlessly integrated to Wealthbox CRM.”
Daniel Yoo
Founder, FinMate AI
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