Wealthbox's new AI Notetaker, with Director Andrew Ladwig
Update: 2025-11-19
Description
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 sales@wealthbox.com.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
