AI Wealthtech Week Day 1: Wealthbox & CogniCor

Kick off AI Wealthtech Week with a comprehensive introduction to AI’s capabilities in Wealthbox where you’ll learn how AI can simplify and enhance your reporting processes. Then, we’re joined by our first partner of the week, CogniCor, who will demonstrate their AI-powered meeting assistant that integrates with Wealthbox to streamline routine tasks.

This webinar will cover:

Wealthbox AI:

1. How Wealthbox’s AI for Reports can effortlessly generate detailed reports with simple prompts, saving you time while providing valuable insights.

CogniCor AI Integration:

1. How CogniCor’s AI-powered meeting assistant, Sam, creates meeting invites, sends meeting reminders to both parties, creates customizable and exportable meeting agendas, and provides a meeting summary to advisors.
2. How the CogniCor integration with Wealthbox automates routine tasks, freeing up more time for client engagement and strategic planning.