Get started with Wealthbox + Uptiq
Modern CRM integrated with AI-driven client engagement.
Modern CRM integrated with AI-driven client engagement.
Overview
Uptiq is an AI platform that provides wealth managers with industry-specific AI agents to enhance client engagement and streamline workflows. With the Uptiq integration, advisors can analyze meetings, generate summaries, send follow-ups, and create reports using custodian data and Wealthbox client information. The integration also enables advisors to automatically push notes and tasks to Wealthbox and extract key client insights through natural language prompts.
Automate client engagement with AI-powered meeting summaries, follow-ups, and seamless Wealthbox integration.“Wealthbox is a leader in easy-to-use CRMs, we’re proud to partner with them to make advisors even more productive.”
Adriene McCance
GM Wealth at Uptiq
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