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7 contributions to RIA Operators
Global Relay App?
Does anyone have experience with using the Global Relay app for text and intraoffice instant message archiving? We recently switched phone providers to Zoom and they have a native chat platform that is simple and intuitive. We'd like to use it for intraoffice communication, but we need it to be archived. We also currently use MyRepChat for client texting (with Global Relay monitoring). We're somewhat limited in options by our B/D, so I reached out to Global Relay and they (of course) recommended their all-in-one solution. Curious if anyone has any experience using it for internal communication.
0 likes • May 8
@Julie Streenz what CRM are you on? There are some AI assistants that can achieve similar results depending on the CRM you use.
1 like • May 13
@Julie Streenz if you're looking for workflows or agents (and I know Wealthbox is building more) you can look at these that all work with Wealthbox:
iPad Notetaking
Does anyone use an iPad - I am wondering what is the best option for notetaking? We use AI but I also like to take some handwritten notes as well. If you've found any other helpful things with work productivity using the iPad - would love to hear!
0 likes • May 7
Are you taking mostly notes in client meetings? What CRM do you use and are you using an AI notetaking/assistant tools? I'm a big fan of taking notes alongside my AI assistant, but the pain point that surfaces is now I have notes that need to get into my CRM. The real solution was finding a tool that lets me add notes that get incorporated into my AI notetaker. There are a few that let you take notes alongside the meeting.
Claude Group Plan reccs
Does anyone have any recommendations for a group plan for Claude? We haven't introduced to our firm yet, however we would like to start with a smaller group of individuals- approximately 10 users.
0 likes • May 7
Would love to learn what you are all doing with Claude at your firm. I'm working with some firms now to help them implement AI tools as well as use Claude to build their own internal tools. I'd love to learn what problems you are managing and looking to build workflows, apps, or solutions for.
Archiving Platforms
Curious what people are using for archiving - primarily for texting + LinkedIn? I have email archiving through my CRM (RedTail), but I have been using Archive Intel for comprehensive archiving (text, website, LinkedIn, and email). Their platform has been challenging and inconsistent. Starting to explore other options! Thanks for any input 🙏
1 like • May 7
If you want to see some of the options you can check out wealthtechselect.com and browse by "compliance archive" as the primary category or an additional category which will show some other products that have that as a feature, but its not its primary function.
Breaking vendor contract
Hey everyone, we're looking to get out of a vendor contract because the current set-up that they have us enrolled under doesn't meet our needs. We could upgrade to meet our needs, but it's out of our budget. We feel like they did a bait and switch by not listening to our needs during the discovery and engagement phase then trailed us on the full program (which wasn't the one they set us on to use even though we expressed our needs in the software). I don't see any clauses in the agreement that says we can't break the contract, but would love to hear other's thoughts on the best way to break the contact.
0 likes • Jul '24
Hi Tiffany, sorry to hear you feel you got hit with a bait and switch. Have you had any upfront conversations with the vendor informing them of this and asking them for a remedy? Possibly a free or discounted rate on the upgrade you need? Breaking contracts can cost you nothing or be a costly endeavor depending on how the vendor wishes to proceed and the value of the contract. I negotiate vendor contracts on behalf of my clients and would be happy to discuss your issue offline to see if I can offer some free advice. Feel free to email me [email protected] and we can coordinate something.
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James Cantwell
1
2points to level up
@james-cantwell-2301
We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory and WealthTech Select

Active 48d ago
Joined Nov 15, 2023
Phoenix, AZ
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