Get started with Wealthbox + Thyme
Modern CRM integrated with meeting intelligence to automate follow-ups.
Modern CRM integrated with meeting intelligence to automate follow-ups.
Overview
Thyme is meeting intelligence for financial advisors. It automates capturing key details from client meetings by generating detailed summaries, actionable tasks, and organized notes. With the Thyme integration, advisors can easily sync the AI-generated meeting summaries, tasks, and notes from client meetings while ensuring that every critical piece of information is accurately recorded and easily accessible.
Capture and sync AI-generated meeting summaries, tasks, and notes with the Thyme integration for streamlined client management.Resources
“We're thrilled to integrate Thyme with Wealthbox, enabling advisors to effortlessly capture and sync every crucial detail from client meetings. This integration ensures that AI-generated summaries, tasks, and notes are accurate and help advisors stay organized.”
Fernando San Martin
CEO, Thyme
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