Fireflies x Wealthbox: Automatic CRM Sync for Financial Advisors

Picture this.

It's Friday afternoon. You've just wrapped your fifth client meeting of the day. Your brain is still processing market movements, estate strategies, and follow-up requests. The last thing you want to do? Manually update your CRM. Again.

But you do it anyway—because relationships matter. Because compliance matters. Because follow-ups matter.

Now imagine a world where data entry... happens, where your CRM updates itself right after you leave the meeting. That's what the Fireflies - Wealthbox integration delivers.

Built for Financial Advisors who'd rather be advising

Let's be honest: as a financial advisor, your time is too valuable to be wasted on copying meeting notes, logging contacts, or tracking down action items.

Financial advisors lose up to 2 hours daily on manual CRM updates and note logging. That translates to 520 hours yearly, or $78,000 in lost productivity per advisor.

By automating these CRM updates, you can reduce admin time by up to 75%—saving over $58,000 annually. This means more time for client strategy and relationship building, and greater value every hour of your day.

Here’s how it transforms your day-to-day:

• Never miss a beat: Every meeting is captured, transcribed, summarized, and seamlessly synced into Wealthbox.
• Stay compliant, without thinking about it: A complete, searchable timeline of conversations for every client—organized, auditable, and always up to date.
• Never missing an action item: With instant access to meeting history, you can follow up meaningfully and personally, without scrambling through old notes.
• Empower the whole team: Advisors are aligned, new team members get up to speed faster, and collaboration becomes effortless.

What you can do with the Fireflies - Wealthbox Integration

• Automatic contact creation: Add meeting participants as contacts in Wealthbox if they don’t already exist—no more missing contacts.
• Log notes to the correct records: Map meeting notes to specific contacts and opportunities, creating a complete relationship timeline.
• Action item conversion: Convert action items from your meetings into Wealthbox tasks, so nothing slips through the cracks.
• Opportunity tracking: Link notes to opportunities to maintain a clear, evolving record of each deal.

Get started in minutes

1. Log into Fireflies and open the Integrations tab
2. Search for Wealthbox and click Connect
3. Authorize the sync and tailor the integration to fit your workflow:
   • Enable or disable automatic contact creation
   • Map notes to existing contacts
   • Link notes to opportunities
   • Log action items into Wealthbox tasks
4. Save your preferences and let Fireflies handle the rest.

Need help? Our step-by-step guide in the Help Center walks you through it.

Expert Tip: If you're a financial advisor using Fireflies, create custom summary templates to generate structured meeting notes that align with your firm's financial, regulatory, risk, and investment requirements.

Ready to transform your CRM workflow? Integrate Fireflies with Wealthbox today—and give yourself the freedom to focus.