RIAs: Don’t Let AI Touch Your Client Data Until You Close This One Gap feat. Arnold Hsu
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Pre Meeting Briefs
https://www.youtube.com/watch?v=ykXkfMCnVTE A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation. This includes...
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Alert Trackers and Highlights
Automated call summaries have become standard, but a single-meeting summary is just a localized system of record. It helps double-check...
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GReminders’ AI Ends the Data Entry Dilemma for Financial Advisors
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WealthStack Roundup: Envestnet Partners With Vanguard on Tax-Efficient Investment Solutions
Continue ReadingPre Meeting Briefs
A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation. This includes things like remembering back to the last conversation, collecting notes and making themselves refamiliar with the client or prospect. What does their portfolio performance look like? Or how have recent market events affected their thinking. Did […]
Alert Trackers and Highlights
Automated call summaries have become standard, but a single-meeting summary is just a localized system of record. It helps double-check what a specific client said last Tuesday, but it fails to scale. You don’t have time to log into a dashboard and read fifty individual summaries a week. You cannot spot macro market trends, systematic […]
AI Forms & Field Extraction
How many hours a week do you spend manually typing data from client intake forms, PDFs, or meeting notes directly into your CRM? When a new prospect books an initial consultation, you usually only collect the basics – a name and an email address. But by the time your first meeting starts, you’ve likely gathered […]
SCIM User Provisioning
SCIM is an open standard protocol designed to automate the exchange of user identity information between cloud applications and identity providers. In plain English? Instead of your IT admin manually adding a new user to GReminders, assigning their calendar roles, and deleting their account when they leave, your identity provider handles it all automatically. Use […]
Users Overview
Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, go to Setup > Users and click Invite New Users. Enter the email addresses of the users you want to invite. If you prefer you can also import users via CSV Import for […]