MindMup

What do you like best?

Templates can be created to use when doing client fact finds. Client fact finds can be saved online for later, and it's easy to pick up where I left off by opening an already started fact find back up at the next meeting.

What do you dislike?

Shortcut keys aren't very intuitive; default color schemes could use a 20th century revision. More font choices would be nice. Also, more output customization, including branding, would be nice.

Recommendations to others considering the product:

Don't hesitate to give it a shot - there's a free trial. After that, it's $2.99 per month - some of the cheapest software you can get for your business!

What problems are you solving with the product? What benefits have you realized?

As a financial advisor, getting to know my clients is pretty important. The best way to get to know them is by being very attentive throughout our conversations. For this reason, pen and paper note taking just doesn't cut it. I need something that will allow me to makes note from our conversation, no matter where it goes, and no matter what order in which it goes there. Mindmup allows me to do this. Using a pre-created template for developing a client profile, we're able to keep notes in an organized fashion, while listening actively. We're also able to have our clients follow along by sharing our screens with the conference room television, so they can see that we are hearing them.