AI Wealthtech Week Day 3: Jump & Levitate

As AI Wealthtech Week continues, day three focuses on how Jump and Levitate leverage AI within Wealthbox. Jump will demonstrate how their AI assistant streamlines meeting administration for RIA and BD teams, allowing firms to run more efficiently.

Then, Levitate will dive into how their AI-powered marketing platform provides tools to streamline advisor outreach through email, text, social media, and more.

This webinar covers:

Jump AI Integration:

1. How Jump’s AI assistant streamlines meeting administration for RIA and BD teams, allowing firms to run more efficiently.
2. How the integration automates meeting notes, tasks, compliance logs, and more, and syncs them with Wealthbox.

Levitate AI Integration:

1. How Levitate’s AI-powered marketing platform provides tools to streamline advisor outreach through email, text, social media, and more.
2. How the Levitate integration with Wealthbox enhances communication with clients, making it easier to maintain strong relationships.