Financial advisors build stronger relationships when they stay informed on what’s happening in their clients’ lives and businesses. Recent LinkedIn activity can provide valuable context around career changes, company updates, milestones, and personal achievements – helping advisors have more meaningful and relevant conversations. Being prepared with this insight creates a more personalized client experience and […]
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 […]
Best Practices for More Accurate, Context-Aware AI Outputs The Knowledge feature in GReminders is designed to give your AI the context it needs to operate like your firm – not a generic model. Instead of relying on assumptions, the AI uses what you define here to generate more accurate, consistent, and tailored outputs across meeting […]
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 […]
Automating meeting summary sharing is essential for streamlining post-meeting workflows while ensuring that sensitive recordings are restricted to authorized staff members. In this article we will explore how to manually or automatically share Notetaker records to the right people. Sharing Internally Manually On the Notetaker Page you can manually share the recording to other Users […]
If you are using AI Notetaker (you should, it will save you LOAD of time) and after the meeting the Summaries and Action Items are generated, we will recommend Workflows to be triggered by you. IF you are using a CRM with Workflows OR other Workflow Tools such as PreciseFP, etc… AI Notetaker will recommend […]
Users should be selective about which meetings the notetaker joins to ensure it is used where it provides the most value. While automatic note-taking can save time and capture important details, not every meeting requires transcription or summaries. Enabling the notetaker for client calls, discovery meetings, or important internal discussions can help preserve key insights […]
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 […]
