Activity
Mon
Wed
Fri
Sun
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
What is this?
Less
More
Memberships
RIA Operators
1k members • Free
17 contributions to RIA Operators
Mar 5 •
ChatGPT for your CRM w/GReminders
Recently, GReminders introduced an in-app AI Assistant, enabling advisors to effortlessly leverage their CRM data during meetings. Imagine walking into a client meeting and having the ability to instantly recall past interactions, recent activities, and crucial data points—all without having to shuffle through notes or switch between multiple screens. The AI Assistant enables advisors to leverage their CRM data in real-time, facilitating more informed and personalized discussions. This leads to heightened client satisfaction and more productive outcomes. Learn more about how this works and what it can do here: https://www.greminders.com/articles/ask-anything/
2
0
Jun '23 •
AI Notes
I am playing with the idea of using AI to help take meeting notes, especially for virtual meetings, and am looking for suggestions or ideas. Which programs have you used, and what are the pros and cons? Thank you in advance.
0 likes • Aug '24
GReminders is an End-to-End meeting solution that services Automated Scheduling, Reminders, CRM Automation and an AI Meeting assistant that can push all Meeting Summaries and Action Items to the CRM as well as generate emails to advisors pre-meeting to prepare and follow-up emails post meeting to share with other team members/advisors. You can use it to join all virtual meetings and phone calls as well as in-person meetings. We also are SOC2 It costs $2.50/per recorded meeting hour across your organization. Let me know if anyone would be interested in exploring this more: https://app.greminders.com/c/xeaira/20mingreminders
Jun '24 •
Zosk AI Note Taking
Hello all, thanks in advance to anyone that can reply with details. I am considering Zosk AI note taking and wondering if there are advisors/firms here with experience using them. Feedback is appreciated.
1 like • Aug '24
GReminders is an End-to-End meeting solution that services Automated Scheduling, Reminders, CRM Automation and an AI Meeting assistant that can push all Meeting Summaries and Action Items to the CRM as well as generate emails to advisors pre-meeting to prepare and follow-up emails post meeting to share with other team members/advisors. You can use it to join all virtual meetings and phone calls as well as in-person meetings. We also are SOC2 It costs $2.50/per recorded meeting hour across your organization. Let me know if anyone would be interested in exploring this more: https://app.greminders.com/c/xeaira/20mingreminders
Jul '24 •
Another Advisor AI Notetaker
If you haven't yet settled on an AI meeting note taker, check out https://www.meetthyme.com/ They're early in their product development, but I've spoken with both founders and they're eager to build to advisors' needs and use cases, and they welcome input and feedback. I'm in the onboarding process myself. They're about half the cost of many similar solutions... they price at $49/mo for unlimited meetings. I liked both the founders and what they're working to build...
0 likes • Aug '24
GReminders is an End-to-End meeting solution that services Automated Scheduling, Reminders, CRM Automation and an AI Meeting assistant that can push all Meeting Summaries and Action Items to the CRM as well as generate emails to advisors pre-meeting to prepare and follow-up emails post meeting to share with other team members/advisors. It costs $2.50/per recorded meeting hour across your organization. Let me know if you'd be interested in exploring this more: https://app.greminders.com/c/xeaira/20mingreminders
May '24 •
What are you looking for in a seminar/events tool?
Hi Advisors! I'm with GReminders (an automated scheduling, reminders and CRM automation tool built for advisors) and we're currently looking to expand our platform to assist with Seminars and Events. I wanted to know if anyone would be open to shedding light on their seminar prep and follow up practices and if you had the perfect tool to assist with these (think CRM integration, attendee tracking, workflows etc) what would that look like? What would make your job easier prepping for these events and then enhancing or creating a more efficient follow up process? Thanks in advance!
0
0
1-10 of 17
@xeaira-burkett-4479
A financial marketing industry wiz currently employed with GReminders as their partner relationship manager
Active 62d ago
Joined Mar 10, 2023
Jacksonville fl
Powered by