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. 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 Record (CRM Contacts) […]
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.\ Android Recording Troubleshooting If Recording is being […]
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 […]
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 […]
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 […]
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 […]
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 […]
