GReminders’ Arnulf Hsu on AI-Powered Meeting Management for Financial Advisors
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Join AI Notetaker to your Existing Phone Calls
AI Notetaker has several VOIP integrations. If you are using one of the VOIP systems we recommend using these integrations:...
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Transforming Meeting Management for Financial Advisors With Arnulf Hsu
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Manage Follow Up Activities
After you meet with a Client there are usual follow up activities, such as: Logging the Call Notes back to...
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Task & Opportunity Recommendation Customization
AI Notetaker is driving meaningful efficiencies for Post Meeting Follow Ups, Action Items, and Opportunity Recommendations. After Notetaker you will...
Continue ReadingJoin AI Notetaker to your Existing Phone Calls
AI Notetaker has several VOIP integrations. If you are using one of the VOIP systems we recommend using these integrations: If you are making phone calls from your Mobile Phone or from an Office Phone that allows “3 way calling” to your clients, this is how you allow AI Notetaker to join your “Native Phone […]
Manage Follow Up Activities
After you meet with a Client there are usual follow up activities, such as: If you are using AI Notetaker you can now better track which Meetings have had all their respective follow ups completed or which ones still need attention. On the AI Notetaker Page you will now see meetings where Follow Ups have […]
Task & Opportunity Recommendation Customization
AI Notetaker is driving meaningful efficiencies for Post Meeting Follow Ups, Action Items, and Opportunity Recommendations. After Notetaker you will see recommendations for Tasks or Opportunities to be created: Want to recommend a Gift to be sent after the Birth of a Child is mentioned? Recommend an Insurance Product if certain life events occurred? You […]
Email Permissions
You may encounter GReminders asking for more Email permissions when either logging in or connecting your Office 365 or Google Calendar. We have introduced new functionality to create further efficiencies for you. They are as follows: In most cases you will approve the new permissions and continue on. Office 365 Admins In some cases Office […]
Automate Meeting Summary Writebacks to CRM
If you are using the AI Notetaker for Meetings you can automatically write back the Notes to your CRM immediately after your Meeting is over. ZERO WORK for you, ZERO. By default it requires you (the host) to review the summary and push it, however if you are looking for even further automation you can […]
Make GReminders a Trusted App in Google Workspace
AI features within GReminders are transformational for Financial Services and other Professionals. The more data AI has the more useful it becomes for you as an Assistant. Some examples what we do with Email: Google and GReminders take security very seriously. Please visit the GReminders Security Page and or request our Security Whitepaper from your […]
Microsoft Teams VOIP Phone w/ AI Notetaker
Microsoft Teams Phone VoIP provides a robust platform for voice communication, while GReminders AI Notetaker enhances meeting productivity through intelligent automation. Together, these tools create a powerful ecosystem that streamlines workflows, improves collaboration, and ensures no critical detail is missed. Note, Microsoft Teams is both a Web Meeting Provider AND can also act as your […]
Automate Email Follow Ups with AI
Sending email follow-ups as a financial advisor is critical for building trust, maintaining client relationships, and driving business growth. Here’s why: Reinforce Trust and CredibilityFollow-ups show clients you’re attentive and committed to their financial goals. A timely email recapping a meeting or checking in on their progress demonstrates professionalism and keeps you top-of-mind. Clarify and […]