Overview
The Wealthbox and Finmate AI integration enhances financial advisory workflows by providing AI-driven insights and automating data analysis within Wealthbox CRM. Finmate AI streamlines client communication, offers intelligent recommendations, and simplifies note-taking across various meeting types, including Discovery and Review sessions. With seamless note-sharing directly to the Client Record page in Wealthbox, advisors gain deeper insights into client moods and preferences, improving engagement and enabling more personalized financial advice.
Key Features
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AI-Powered Insights: Finmate AI analyzes client interactions and provides key insights directly in Wealthbox.
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Automated Follow-Ups: Receive AI-driven tasks and follow-up recommendations based on client conversations.
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Seamless Data Sync: Client data, notes, and interactions from Finmate AI automatically update in Wealthbox.
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AI-Generated Reports: Quickly access summaries of client activity and financial trends within Wealthbox.
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Task & Note Integration: AI-driven insights can be logged as tasks or notes in a client’s Wealthbox record.
How to Enable the FinMate AI Integration
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Navigate to the FinMate AI platform, select "Integrations," and sign in to your Wealthbox account.
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Click Connect.
How Does the FinMate Integration Work?
After connecting to Wealthbox, you can take client meeting notes using the FinMate AI tool.
Once you’re done with your client meeting, simply click on the Wealthbox button above your notes and they will be synced into the notes section of your Wealthbox Contact Record.
