RepRamp + Wealthbox
AI Meeting Preparation for Financial Advisors
Run short AI practice sessions before real client meetings and write structured preparation notes back into Wealthbox. RepRamp helps you prepare; Wealthbox stays your system of record.
AI rehearsal before the meeting
Advisor readiness feedback
Prep notes written back into Wealthbox
How it works
Wealthbox remains the system of record while RepRamp adds pre-meeting preparation intelligence.
Before-meeting AI vs after-meeting AI
RepRamp complements Wealthbox—it does not replace it.
Wealthbox / CRM AI
- Captures meetings
- Summarizes conversations
- Helps after the meeting
RepRamp
- Simulates the upcoming meeting
- Helps advisors rehearse
- Improves readiness before the meeting
- Writes prep notes back into the CRM
Meeting types and advisory use cases
RepRamp supports common advisor meeting scenarios.
Annual Reviews
Rehearse performance review and planning conversations before the client meeting.
Market Downturn Conversations
Practice addressing volatility and reassuring clients with clear, consistent messaging.
Rollovers
Prepare for rollover discussions, compliance considerations, and next-step clarity.
Discovery Meetings
Run through discovery questions and positioning before the first real conversation.
CRM-native workflow
- • CRM context-aware launch — Start from a contact or meeting so client context flows into the prep session.
- • Structured prep-note writeback — Preparation is logged in Wealthbox so the timeline reflects that you prepared.
- • Return-to-CRM workflow — Finish in RepRamp and return to Wealthbox to run the real meeting with full context.
Limited Wealthbox beta
We are running a limited beta for advisors using Wealthbox. Request access to try RepRamp preparation sessions and prep-note writeback in your workflow.
Request Beta Access