I put together a feature set for the AI notetakers, generally it seems like the ones with more features, more integrations... have done better in capturing market share Linked in a Google sheet here. if you see any missing tools or features, please let me know! - Mili - Jump - Greminders - Zocks - Thyme/Hazel - Pulse360 - Focal - Fireflies - Fathom - Grain - Vega Minds - FinMate AI - YourStake - Quin - Wealthbox - Paradino - Warmer - Knapsack - DataDasher - Continuum - Impruve - Filenote.ai - Zeplyn - econiq - Nitrogen

Because we do Simple IRAs, we have a lot of small, under $50k clients. We call them Tier 4 and those we are reactive and send them a letter once a year, identifying their risk tolerance, time, horizon and what portfolio they are in. I'm looking for the best way to get that to the clients by email securely. We use Redtail, we have GReminders, and FMG Marketing Suite. Anyone with any input would be great. Last year I used a plug in for Outlook but it turned the text to rainbow color.

Also curious if anyone has compared Zeplyn AI vs. Jump AI when used alongside Redtail? Any feedback or experience with either platform would be super helpful.

Good morning! Back in June @Kevin Stephison had asked about using "AI Notes" for virtual meetings in this thread. I'm currently considering adding a meeting assistant to help with my Zoom/Teams meetings to record/transcribe/summarize my client meetings. I know @Joe Moss mentioned in the thread above that he's used Grain and Fathom. Curious, Joe... which of these 2 would you recommend and why? In the same thread @Brian Quaranta mentioned Avoma. And @Mark Wellman suggested a couple additional options. Anyone else trialed or using any of these tools and have any thoughts or opinions? Thanks very much 😀

Happy Friday, y'all! I've been using Calendly for years, but haven't integrated it into Wealthbox. It's worked well... Considering a move to Greminders instead of trying to duct-tape together something with Calendly + Zapier + Wealthbox Anyone made the switch? Have any feedback? Also, I think - based on what I've seen - that Greminders might be able to also replace Knudge for automated client tasks like inviting them to schedule their 6 month strategy meeting or requesting their tax return annually, etc. through their automations: https://www.greminders.com/product/automations Welcome any thoughts or feedback from anyone using Greminders for scheduling, automations/client tasks & reminders, and integration with Wealthbox. Thanks!