live Webinar Integration Demos

How Advisors Use Fireflies + Wealthbox to Simplify Meeting Management

Wednesday, Apr 30, 2025 at 2:00 PM ET

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Join us for a live webinar to explore how financial advisors can seamlessly integrate Fireflies.ai with Wealthbox for smarter meeting management and CRM updates. Learn how the AI-powered meeting assistant can automate note-taking, task creation, and follow-ups, saving you time and enhancing client interactions. Discover how Wealthbox’s “social CRM” product design empowers teams to collaborate efficiently and manage client relationships like never before.

This webinar will cover:

  1. How Fireflies automates meeting transcription, note-taking, and follow-up tasks.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the integration between Fireflies and Wealthbox streamlines CRM updates and enhances productivity.
  4. The benefits of the Fireflies and Wealthbox integration, and how to get started with ease.

Speakers

Chanthanu Parikshath

Product Manager - Integrations

Fireflies

Nishant Kumar

Lead - GTM and Partnerships

Fireflies

Jenna Ghibaudy

Product Specialist

Wealthbox

“Our partnership with Wealthbox helps financial advisors focus on what matters most—their clients. By automating meeting notes and follow-ups, we’re eliminating busywork so advisors can stay organized, responsive, and ahead of the game.”

Krish Ramineni

CEO & Co-Founder at Fireflies.ai