I'm trying to get our client review process documented especially since Redtail recently added their Client Review module and GReminders added their bulk send which can automatically send scheduling reminders. A while ago I set up tags for each month. Greminders suggest that I use the month tags rather than triggered off of the last review and frequency set up in Redtail Client Reviews tab. Does anyone have a preference and why.

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/

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.

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.

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...