Get started with Wealthbox + Laxis

Laxis is an AI meeting assistant designed to enhance operational efficiency by identifying key elements of client conversations, allowing advisors to focus on engaging with their clients. With the Laxis integration, a note is automatically added to a Wealthbox Contact Record at the end of a client meeting with a link to the recording in addition to a summary of the meeting, customer requirements, and action items.

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  Laxis uses advanced AI to generate summaries, action items, follow-up emails, and more from client meetings.

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  Laxis automatically creates a note in the Wealthbox Contact Record with a meeting summary, next steps, and link to the recording of the meeting.