Asana is one of the most popular Project Management Applications out there. Founded in 2008 by one of the Facebook Co-Founders, it has some 150,000+ Customers. If you are using Asana to manage internal or project work you can now automatically push AI Notetaker Tasks (Post Meeting) directly to your Asana Projects. Here is how […]
If you are using AI Notetaker for Call Transcripts / Summaries / Actions Items you can also generate Email Follow Ups to send to your clients after the meeting. We now support a variety of Email Follow Up Templates you can Customize to suit your style and or follow layout. We ship with a “default” […]
After using the AI Notetaker, you get a Summary, Action Items and recommended Workflows. And now you also get Recommended Opportunities. Opportunities are ways to track various financial advisory client engagements to build your book of business. An opportunity could be an Annuity, Retirement Plan, or 401k, for example, that you are working on for […]
ChatGPT and many other GenAI tools have become an indispensable tool to many knowledge workers. AI (specifically Generative AI) is the most transformative thing since the Internet, and when we look back probably more transformative. GReminders has rolled out “Ask Anything”. You can think of this as “ChatGPT on your Data”. This not only allows […]
If you use GoTo Connect as your VOIP or Telephone Provider, you can now push all your Inbound and Outbound calls through AI Notetaker. If you are using GoToMeeting, AI Notetaker is natively compatible with that and you do not need to do anything else. Benefits include: Read More about the Benefits of AI Notetaker […]
If you use Zoom Phone (VOIP) as your phone system, you can now get all the benefits of AI Notetaker with Zoom Phone Calls. Benefits include: Read More about the Benefits of AI Notetaker here. To Install To connect your Zoom Phone Account go to your Profile > Connected Services > and click on Zoom […]
GReminders AI Notetaker can automatically join your Virtual Meetings when using Zoom, Microsoft Teams, Google Meet, GoToMeeting and Webex. If you use VOIP systems such as Intulse, Ring Central, Zoom Phone, etc., our AI Notetaker can transcribe your phone calls as well. What if Your Meetings are In-Person? GReminders AI Notetaker can also be used […]
If you use Ring Central as your phone system, you can now get all the benefits of AI Notetaker with Ring Central Calls. Benefits include: Automatic Summaries of the Call Extracting Tasks/Action Items from the Call One click push into your CRM or System of Record Read More about the Benefits of AI Notetaker here. […]
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 […]
Leverage your CRM such as Redtail, Wealthbox, Salesforce, Hubspot, Pipedrive, etc… with GReminders AI Notetaker. Efficiency and seamless integration are the cornerstones of effective client relationship management. GReminders’ AI Notetaker is revolutionizing how professionals handle meeting summaries and task management by effortlessly pushing this crucial information into your CRM. This powerful feature ensures that all […]
