Wealthbox's new AI Notetaker, with Director Andrew Ladwig

The impact of artificial intelligence in the finance industry continues to pick up speed.  Hear from the Wealthbox's Director of Business Development, Andrew Ladwig, about how the new AI notetaking feature can change your business in some very creative, impactful and compliant ways. Osaic's Mark Matheny talks with Andrew and discusses creating summaries, suggesting workflows, and forming opportunities using the new tool. 

 

For more information, contact Wealthbox directly at [email protected].