AI Wealthtech Week Day 4: WEATHAWK & Zeplyn

Join us for day four of AI Wealthtech Week to explore how WEALTHAWK and Zeplyn use AI to improve meeting administration and prospecting management within Wealthbox. WEALTHAWK will start by showing how their AI-driven tool identifies prospects in the budding stages of their buying journey.

Then, Zeplyn will showcase their integration, which can automate key administrative tasks, including meeting preparation, note-taking, and task management to enhance advisor efficiency.

This webinar covers:

WEALTHAWK AI Integration:

1. How WEALTHAWK’s AI-driven tool identifies prospects in the budding stages of their buying journey.
2. How the WEALTHAWK integration allows advisors to efficiently engage with prospects, monitor interactions, and track their prospecting progress in Wealthbox.

Zeplyn AI Integration:

1. How Zeplyn automates key administrative tasks, including meeting preparation, note-taking, and task management to enhance advisor efficiency.
2. How the Zeplyn integration syncs all key details, notes, and prioritized next steps from client meetings directly into Wealthbox.