Two powerful AI Engines – AI Writer and NoteGenius

Learn how to utilize NoteGenius and AI Writer to create effective client communications, including their differences and applications.

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Spend time on this page if these are your goals

You want to write client communications better and faster.
You want to automate the post-meeting processing of your meeting notes.
You would like to send out easy-to-read meeting summaries to your clients.

Check out the 10-minute video to see what you could accomplish

Using AI for your client summaries, automating tasks and organizing your notes

NoteGenius vs. AI Writer

NoteGenius: A more advanced tool within Pulse360, ideal for taking your short-hand notes and creating a meeting summary that you can email your clients, identifying and creating tasks in your CRM, and organizing the notes under topics.
AI Writer: A simpler version, useful for quickly generating client emails or summaries.

Differences in Creating Meeting Summaries

Example: Crafting a meeting summary after a client consultation.

Using AI Writer: Add your notes, select the tone and document type, and generate a draft. This tool quickly creates an email that you can review and edit before sending.
Advantages: Speed and simplicity in generating client emails.
Limitations: Lacks the organizational capabilities and task creation of NoteGenius.

NoteGenius provides a more sophisticated approach:

Organizing Notes: It categorizes notes by topics like investments, taxes, etc.,
Task Suggestions: Suggests tasks based on the meeting notes, which can be synced back to your CRM.
Better Presentation: Notes will be written out going to the client from the advisor, and uses the templates for a professional-looking deliverable

AI Writer for Simplifying Technical Content

AI Writer can also be used to simplify complex or technical notes, making them more client-friendly. For example:

Shortening Content: Convert lengthy technical disclosures into more digestible formats for clients.
Creating Explanations: Generate concise explanations for financial concepts like 529 plans.

Using AI Writer in Pulse360 - software for financial advisors

NoteGenius and AI Writer in Pulse360 offer distinct advantages for different communication needs. While AI Writer is great for quick, simple emails, NoteGenius excels in creating organized, detailed communications with task management features. Utilizing these tools can greatly enhance the efficiency and effectiveness of client interactions in your financial advisory practice.

quick tips using Pulse360 - compliance documentation software for financial advisors

In Meeting Notes

For the most flexibility, you can take notes in our In Meeting Notes area, like a mini Microsoft Word. From there, you can run NoteGenius on all or part of the notes.

AI Assistants, Charlie or Liliana

Within NoteGenius, we have made two assistants available for you to use: Charlie and Liliana. Try both of them and over time you will figure out which works best for you.

Confused on using AI?

Email us, and let’s discuss your current process and the new way

Frequently Asked Questions

Why have two different AI engines?

We have AI Writer for simpler email creations or creating explanations. NoteGenius has a different function. It helps you organize your notes, create tasks, and write the email in a more concise manner.

What’s the difference between Charlie and Liliana?

Charlie is more formal and Liliana is a friendlier tone. Liliana is also more advanced and is better able to handle different sorts of meeting notes.

How do you boost even more productivity using AI?

With our AI Writer, you can ask it to generate explanations of various investment strategies or products. You can then save that in the Library and re-use that for other clients. This way you don’t have to remember to generate explanations.

Is my data safe with AI?

We use AI Engines that are with Microsoft. They do process the data but do not store your notes to train their models.