{"id":11770,"date":"2026-07-01T17:42:39","date_gmt":"2026-07-01T17:42:39","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=11770"},"modified":"2026-07-01T17:49:57","modified_gmt":"2026-07-01T17:49:57","slug":"june-2026-recap","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/june-2026-recap\/","title":{"rendered":"June 2026 Recap"},"content":{"rendered":"\n<p>We\u2019re off to a hot summer &#8211; June was headlined by two major launches, a fresh round of Notetaker and CRM improvements, and a busy run of conferences and webinars. Here&#8217;s everything we shipped and everywhere we showed up:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What&#8217;s New in June<\/strong><\/h3>\n\n\n\n<p>This month&#8217;s biggest releases gave advisors deeper visibility into their meetings and a faster way to work inside Wealthbox, alongside a handful of Notetaker and CRM refinements.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Meeting Analytics &amp; Scorecards<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\/articles\/meeting-analytics-scorecards\/\"><strong>Meeting Analytics &amp; Scorecards<\/strong><\/a> \u2014 Our biggest release of the month. Advisors can now see how every client meeting actually went, with AI-generated scorecards that surface talk-time ratios, sentiment, follow-up items, and trends across meetings over time &#8211; turning conversational data into something coaches, teams, and compliance can actually act on.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>GReminders INSIDE Wealthbox Via the Sidebar<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\/articles\/scheduling-and-meeting-prep-inside-wealthbox\/\"><strong>GReminders INSIDE Wealthbox<\/strong><\/a> \u2014 Scheduling and meeting prep now live right inside Wealthbox. Book meetings, review pre-meeting briefs, all without leaving the CRM.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Update Client Status, Type, or Tags on Booking<\/strong><\/h4>\n\n\n\n<p>You can now update Client Status, Type, or Tags for existing Contacts when Clients book via Event Types for Redtail and Wealthbox.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Change Notetaker Record Ownership<\/strong><\/h4>\n\n\n\n<p>Change the owner of a Notetaker record to ensure correct meeting attribution &#8211; for example, when a Meeting Coordinator or CSA records the event, but it belongs to an Advisor.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Edit Participant Names<\/strong><\/h4>\n\n\n\n<p>Modify participant details on an event to correct failed contact matching or typos made during booking.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>New Compliance Feature for Notetaker<\/strong><\/h4>\n\n\n\n<p>Admins can now prevent Notetaker deletions, giving firms tighter control over meeting record retention.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Share Notetaker Records to Groups<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\/articles\/ai-notetaker-sharing-options\/\"><strong>Share Notetaker Records to Groups<\/strong><\/a> \u2014 Share Notetaker Records with entire Groups, not just individual users.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Unlink Contacts from Notetaker Records<\/strong><\/h4>\n\n\n\n<p>You can now easily unlink contacts from Notetaker Records if they were linked by mistake \u2014 just click the new X next to a contact under Related Contacts within the Notetaker Record.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>iOS and Android App v2.0.5<\/strong><\/h4>\n\n\n\n<p>Users can now download recordings locally.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Add More Context When Regenerating AI Summaries<\/strong><\/h4>\n\n\n\n<p>When regenerating AI Summaries from Meetings, you can now provide additional context or instructions to guide the AI and produce more accurate, relevant results.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>In the Community<\/strong><\/h3>\n\n\n\n<p>June kept our team on the road and in front of advisors all month long. We <a href=\"https:\/\/www.greminders.com\/lpn\/simplifying-the-opportunity-lifecycle\">hosted a webinar with IntegratedAdvisor<\/a> on the Opportunity Lifecycle and attended two conferences: Wealth Management Edge in Boca Raton and FPA New England&#8217;s Wicked Good Half-Day talk in Portsmouth.<\/p>\n\n\n\n<p>We&#8217;re grateful for every opportunity to connect with advisors, partners, and the broader financial services community. But the summer\u2019s not cooling down just yet &#8211;&nbsp; there&#8217;s more to come in July!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019re off to a hot summer &#8211; June was headlined by two major launches, a fresh round of Notetaker and CRM improvements, and a busy run of conferences and webinars. Here&#8217;s everything we shipped and everywhere we showed up: What&#8217;s New in June This month&#8217;s biggest releases gave advisors deeper visibility into their meetings and [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":11771,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-11770","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>June 2026 Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/june-2026-recap\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"June 2026 Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"We\u2019re off to a hot summer &#8211; June was headlined by two major launches, a fresh round of Notetaker and CRM improvements, and a busy run of conferences and webinars. Here&#8217;s everything we shipped and everywhere we showed up: What&#8217;s New in June This month&#8217;s biggest releases gave advisors deeper visibility into their meetings and [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greminders.com\/articles\/june-2026-recap\/\" \/>\n<meta property=\"og:site_name\" content=\"End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/greminders\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-07-01T17:42:39+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-01T17:49:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/June-720-x-400-px.png\" \/>\n\t<meta property=\"og:image:width\" content=\"720\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Emily Willis\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Emily Willis\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greminders.com\/articles\/june-2026-recap\/\",\"url\":\"https:\/\/www.greminders.com\/articles\/june-2026-recap\/\",\"name\":\"June 2026 Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\",\"isPartOf\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/june-2026-recap\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/june-2026-recap\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/June-720-x-400-px.png\",\"datePublished\":\"2026-07-01T17:42:39+00:00\",\"dateModified\":\"2026-07-01T17:49:57+00:00\",\"author\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/523129841c1b6c28873db41d01647bf6\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/june-2026-recap\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greminders.com\/articles\/june-2026-recap\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greminders.com\/articles\/june-2026-recap\/#primaryimage\",\"url\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/June-720-x-400-px.png\",\"contentUrl\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/June-720-x-400-px.png\",\"width\":720,\"height\":400},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greminders.com\/articles\/june-2026-recap\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greminders.com\/articles\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"June 2026 Recap\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#website\",\"url\":\"https:\/\/www.greminders.com\/articles\/\",\"name\":\"End to End Meeting Management Platform - SMS Reminders - AI Notetaker\",\"description\":\"GReminders\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greminders.com\/articles\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/523129841c1b6c28873db41d01647bf6\",\"name\":\"Emily Willis\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/4f3e2ec9d83d3df6e6e0bfef4c3f56b1?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/4f3e2ec9d83d3df6e6e0bfef4c3f56b1?s=96&d=mm&r=g\",\"caption\":\"Emily Willis\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"June 2026 Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greminders.com\/articles\/june-2026-recap\/","og_locale":"en_US","og_type":"article","og_title":"June 2026 Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","og_description":"We\u2019re off to a hot summer &#8211; 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