AgentZap + Wealthbox
A prospective client calls your firm after market close about retirement planning. AgentZap answers, captures their details and investment goals, and creates the contact in Wealthbox with full notes for your morning follow-up.
Built for Financial Advisors
AI-powered client handling with Wealthbox
Contact Sync
AI creates and updates contacts in Wealthbox automatically.
Appointment Booking
Schedule client meetings directly into your calendar.
Activity Logging
Call notes and activities logged to client records.
Compliance Ready
Maintain compliant records of all communications.
24/7 Client Service
Never miss a client call with round-the-clock AI.
Client Insights
Track client engagement and call patterns.
How It Works
From client call to CRM record
Client Calls
Reaches your firm.
AI Assists
Handles the inquiry.
Wealthbox Syncs
Record updated.
You Follow Up
With full context.
Popular Use Cases
See how advisors use AgentZap + Wealthbox
Financial Advisors
Capture every client interaction.
Wealth Management
Professional client service 24/7.
RIAs
Scale client support efficiently.
Financial Planners
Never miss prospect calls.