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 😀

Curious how others handle setting up client records for employees in RedTail. As a perk, all of our employees are assigned an Advisor and their accounts and financial plan are managed by an Advisor. My thoughts are to create two separate records in RedTail, one as an employee record under our company and the other as a client. The permissions for the client record would only be assigned to the Advisor. Curious how others handle this to keep the employee finances confidential. Thanks in advance for your feedback. Brenda

i am new here

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.

Does anyone provide anything to a new client? if so, what do you provide? We are looking to streamline our process. Often, clients like to receive something they can take home and refer to frequently. We are considering a branded folder with a communication piece, but what else should we include?