Overview

CogniCor’s AI-powered meeting assistant, Sam, integrates with Wealthbox to revolutionize the client engagement process. Advisors can take advantage of the virtual co-pilot to create meeting invites, send meeting reminders to both parties, create customizable and exportable meeting agendas, provide a meeting summary, and see automated task suggestions that can be created in Wealthbox based on meeting discussions.

Key features of the integration

The integration between CogniCor and Wealthbox allows advisors to use Sam, CogniCor's AI-powered meeting assistant, to:

• create meeting invites and send meeting reminders to both parties

• create customizable and exportable meeting agendas

• provide a meeting summary

• see automated task suggestions that can be created in Wealthbox based on meeting discussions

• Webinar: How Advisors Use CogniCor’s AI-Driven Meeting Assistant with Wealthbox to Boost Productivity -  Watch Now

How to enable the CogniCor integration

1. Download the Chrome extension "CIRA DA" from the link provided in your CogniCor account. The extension will download as a .zip file.

2. Unzip the CIRA DA .zip file into a folder you can easily access later. To unzip the file, right-click on the file, select "Extract All" and then follow the instructions.

3. Open your Google Chrome browser and go to the Extensions page. You can access this by clicking on the 3-dot menu in the upper right corner and then clicking on Extensions > Manage Extensions or you can navigate to chrome://extensions/

4. On the Extensions page, enable "Developer mode" by clicking on the switch in the upper right corner.

   

5. In the upper left corner, click on "Load unpacked" and select the folder you extracted from the .zip file.

   

6. After you install and enable the CIRA DA extension, return to your Wealthbox account. If you are already logged in to your account, refresh the page to initialize the Meeting Assistant.

7. Log in to the Meeting Assistant and provide your Wealthbox login credentials when prompted.

8. That's it! You are ready to use SAM, your new AI-powered meeting assistant to improve your productivity!

How Does the Integration Work?

Once the integration setup is complete, advisors will notice Sam, CogniCor’s AI meeting assistant, added to their Wealthbox instance.

Simply click the virtual assistant icon for Sam to expand the AI-driven meeting options.

Use Sam to create a customizable agenda, schedule a meeting, or generate post-meeting notes and related tasks.