Workflows are key to a scalable and repeatable practice. Workflows basically say when X happens do A + B + C. When you are doing calls or having discussions with clients many topics are mentioned and life events are discussed. AI can recommend RELEVANT Workflows post Meeting via the AI Notetaker. Here you can see […]
CurrentClient is a leading VoIP and compliance-friendly text messaging platform trusted by financial professionals. There are 2 areas of integration: Sending SMS Messages To send Client Reminders or Bulk Sends via your CurrentClient Account you must first connect your CurrentClient Account to GReminders. Within GReminders go to your Profile > My Integrations and connect your […]
A single misspelled name can quietly undermine an otherwise polished meeting record. Whether it’s a client’s name, a company, or a location, small errors tend to get repeated across meeting summaries and task lists – copied, pasted, and shared without anyone noticing. That’s why having the ability to quickly find and replace text across your […]
We try to push the envelope when it comes to AI and what it’s capable of. Today we are announcing One Click Client Presentations in “Beta Preview”. Impressed? How it Works Generate a Pre Meeting Brief (ones that show up in your inbox) or you can generate them on demand by going to the Client […]
Document systems like Box, SharePoint, and similar platforms give advisors a secure, centralized place to store, organize, and share client information. They likely contain Financial Statements, Tax Returns, Trusts/Wills, and various other Notes. Documents can be very useful for enhancing Pre Meeting Briefs or getting information about a client via Ask Anything AI Assistant. GReminders […]
When notetaker is taking all your notes across your phone, virtual meetings, in person, etc… a lot of content comes together. Many calls may not rise to the level of action, some do and some don’t. So how do we get the signal from the noise? Introducing Focused View on Notetaker. Please note: this feature […]
GReminders has a Native Mobile Application for both iOS and Android. The primary purposes of these applications are: Download these using the links below based on your Platform For iOS (iPhone or iPad) For Android Please note: To Use GReminders Mobile Apps you need an AI Notetaker License. If you have any questions please contact […]
When you purchase one or more Notetaker Unlimited License(s) you will decide who those licenses should be assigned to. To apply AI Notetaker Licenses you must be an Administrator. Go to Setup > Users Click Edit next to the User Check the box under Extra Licenses, Notetaker License Hit Save. Repeat this for other Users […]
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 […]
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 […]
