Charlotte Young
Charlotte Young leads Product Experience & Enablement at Wealth.com, where she focuses on turning powerful planning technology into intuitive, advisor-friendly workflows. She works closely with financial advisors and enterprise firms to drive adoption, streamline onboarding, and ensure estate and tax planning become embedded in everyday client conversations.
AI is already transforming how top advisors run their business. In this exclusive session, we’ll dive into how two of the most powerful AI-driven tools in wealth management — Zocks and Wealth.com — are helping advisors streamline workflows, enhance client intelligence, and deliver personalized client service at scale.
You’ll get an inside look at how Zocks turns conversations into structured, actionable data, and automates client meeting and advisor workflows, and how Wealth.com’s Ester AI is simplifying estate planning conversations with clients in seconds — not hours.
Estate planning is vital to comprehensive financial advisory services, ensuring clients’ assets are protected and their wishes are honored. Join Wealthbox and Wealth.com for a previously recorded webinar where we’ll discuss how integrating estate planning services into your firm can elevate your advisory practice.
Signature Speaking Topics
Estate planning should never sit in a silo. This session provides a comprehensive overview of Wealth.com’s integrations across CRMs, custodians, portfolio management platforms, and supporting systems. We’ll walk through how these integrations simplify workflows, reduce redundancy, and give advisors a single, streamlined experience. Attendees will learn practical ways to activate integrations, see real-world use cases, and understand how connecting Wealth.com to their tech stack unlocks greater efficiency and client satisfaction.
Logins and seat counts don’t tell the full story. This session uncovers the metrics that truly matter when evaluating adoption and success, from workflow completion to client impact. Learn how to measure what matters and use it to drive better outcomes.
The success of any new platform is decided in the first 90 days. This session outlines a proven framework for onboarding, training, and reinforcing new behaviors across advisor teams. Walk away with practical strategies to accelerate time-to-value and drive long-term adoption.