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July 16, 2022

Messaging Productivity

From  Bob Veres' Inside Information Newsletter V32, N1 JAN 2022 Synopsis: Instead of writing all your client communications from scratch, try using Pulse360’s template system. Takeaways: Every message you send to clients can become a template that can be customized in future correspondences. Batch processes your meeting preparation and automatically triggers workflows in your CRM. […]
Meeting Notes, Automation, Automate, Summary, Financial Advisor
July 4, 2022

How I Automated My Meeting Notes With Pulse360

From an article in Horsesmouth What’s Working Now: Looking for a shortcut to efficiency? Here’s one advisor’s way. With Pulse360, he has become more organized, automated note-taking and workflows, reduced anxiety and stress and freed up valuable brain space. Plus he’s able to delight clients by following up meetings almost immediately with a pertinent summary. Editor’s […]
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