After using the AI Notetaker, you get a Summary, Action Items and recommended Workflows. And now you also get Recommended Opportunities.
Opportunities are ways to track various financial advisory client engagements to build your book of business. An opportunity could be an Annuity, Retirement Plan, or 401k, for example, that you are working on for a company or individual.
Opportunities are created within your CRM, but historically have been underutilized by Financial Advisors because they are “work” to create and manage.
Now with GReminders’ AI Notetaker we are recommending “Opportunities” based on conversations when various life events are mentioned.
Examples include:
| Life Event Discussed | Opportunity |
| Changing Jobs | Rolling over a 401(k) or other retirement plans |
| Selling a Business | Liquidity planning, taxes, and reinvesting proceeds |
| Marriage | Merging finances, estate planning, tax strategies |
| Birth of a Child | Setting up 529 Plans |
| Selling a House | Investment Proceeds |
| etc… |
We will show these recommendations under Recommendations under AI Notetaker Summary Page like this:
When you click on this it will auto populate ALL the fields with data FROM the context of the Conversation related to this “Opportunity”, like so:
This will automatically create Opportunities in Redtail, Wealthbox, Salesforce, Dynamics and many other CRMs.
Any questions? Email to [email protected]