AI Wealthtech Week Day 2: Laxis & WealthFeed

On day two, we’re joined by Laxis and WealthFeed for an exclusive webinar showcasing their AI solutions and how they enhance the client meeting experience. WealthFeed will dive into their AI-powered prospecting tool, to demonstrate how advisors can export prospect data to their Wealthbox account for streamlined marketing and outreach. Then, Laxis will dive into its conversational AI technology, which makes capturing and analyzing meeting notes easier than ever.

This webinar will cover:

Laxis AI Integration:

1. How advisors use Laxis as an AI meeting assistant to identify key elements of client conversations. 
2. How the Laxis integration automatically adds a note to a Wealthbox Contact Record at the end of a client meeting with a link to the recording.

WealthFeed AI Integration:

1. How WealthFeed delivers real-time insights into specific life events that may require financial planning adjustments so advisors can effectively prospect.
2. How advisors can export prospect data into their Wealthbox account for streamlined marketing and outreach.