Wealthbox Integration User Guide

With Laxis integration, while you engage with customers, Laxis identifies the most important elements of your conversation. As soon as the meeting is over, Laxis saves the customer requirements, action items, meeting summary, and a link to the recording in Wealthbox under the appropriate contact. There are multiple benefits for both advisors and team leaders:

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For Advisors and Consultants

1. Laxis automatically takes notes while you engage on every customer calls:
2. Laxis AI captures customer requirements and action items instantly
3. Wealthbox is automatically updated after every call.

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For Team Leaders

1. Get accurate transcriptions of consulting calls your team conducts.
2. Compare call logs and follow up items and coach reps as needed.
3. Ensure that your teams’ calls are logged immediately in Wealthbox, and every time.

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Here are the step by step guides to integrate Laxis with Wealthbox:

1. In the settings page, go to the “Apps” tab, click “connect” to integrate Laxis with your Wealthbox account.

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1. In the conversation list page, first choose the meeting that you want to share, and then click “Send to CRM”.

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1. Enter the customer email or name, choose the correct contact, and then click “Send”.

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1. A note is created including the customer requirements, action items, meeting summary, and a link to the recording in Wealthbox under the appropriate contact.

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Frequently Asked Questions

How do I connect Laxis to my Wealthbox account?

Open the settings page in Laxis, go to the "Apps" tab, and click "Connect" next to Wealthbox to authorize the integration. Once connected, Laxis can push your meeting notes and records into Wealthbox under the matching contact.

What information does Laxis save to Wealthbox after a call?

After a meeting, Laxis creates a note in Wealthbox that includes the customer requirements, action items, a meeting summary, and a link to the recording. This is filed under the appropriate contact so advisors keep complete records without manual data entry.

How do I send a specific meeting to Wealthbox?

In the conversation list page, select the meeting you want to share and click "Send to CRM." Then enter the customer's email or name, choose the correct contact, and click "Send" to create the note in Wealthbox.

How does the Wealthbox integration help financial advisors and team leaders?

For advisors, Laxis takes notes automatically on every call, captures requirements and action items, and updates Wealthbox after each conversation, reducing administrative work. For team leaders, it provides accurate transcriptions, lets you compare call logs and follow-ups to coach reps, and ensures every call is logged in Wealthbox consistently.