GReminders’ AI Ends the Data Entry Dilemma for Financial Advisors
Continue Reading
WealthStack Roundup: Envestnet Partners With Vanguard on Tax-Efficient Investment Solutions
Continue Reading
GReminders Launches AI Forms
Continue Reading
GReminders Launches ‘AI Forms’ to Automate CRM Data Extraction From Documents and Meeting Transcripts
Continue Reading
AI Forms & Field Extraction
How many hours a week do you spend manually typing data from client intake forms, PDFs, or meeting notes directly...
Continue ReadingAI Forms & Field Extraction
How many hours a week do you spend manually typing data from client intake forms, PDFs, or meeting notes directly into your CRM? When a new prospect books an initial consultation, you usually only collect the basics – a name and an email address. But by the time your first meeting starts, you’ve likely gathered […]
SCIM User Provisioning
SCIM is an open standard protocol designed to automate the exchange of user identity information between cloud applications and identity providers. In plain English? Instead of your IT admin manually adding a new user to GReminders, assigning their calendar roles, and deleting their account when they leave, your identity provider handles it all automatically. Use […]
Users Overview
Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, go to Setup > Users and click Invite New Users. Enter the email addresses of the users you want to invite. If you prefer you can also import users via CSV Import for […]
June 2026 Recap
We’re off to a hot summer – June was headlined by two major launches, a fresh round of Notetaker and CRM improvements, and a busy run of conferences and webinars. Here’s everything we shipped and everywhere we showed up: What’s New in June This month’s biggest releases gave advisors deeper visibility into their meetings and […]
How to Setup GReminders in Investipal
GReminders connects with Investipal so your AI Notetaker Meeting Summaries can be used automatically to build client proposals and prep for upcoming meetings. Connecting the Integration Using the Integration That’s it! You’re now ready to begin building custom client proposals using GReminders and Investipal.
Salesforce Integration
Salesforce is a robust and full-featured CRM for sales teams. GReminders is the setup and forget SMS reminder app that integrates with Google and Outlook Calendars. Together, these applications will help you meet with more prospects and clients by reducing your no-shows and automating your scheduling. In this article, we’ll discuss how you integrate GReminders […]