Birthdays and client anniversaries are simple opportunities to strengthen relationships - but remembering every important date and finding the time...
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Never Ask "Wait, Who Said That?" Again. Knowing who is speaking on a Zoom or Microsoft Teams call is "easy",...
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Birthdays and client anniversaries are simple opportunities to strengthen relationships – but remembering every important date and finding the time to reach out can be a challenge. With GReminders Bulk Send, you can easily send personalized birthday, anniversary, holiday, and other milestone messages to clients at scale. And now, with AI-generated eCards and newsletters, creating […]
Never Ask “Wait, Who Said That?” Again. Knowing who is speaking on a Zoom or Microsoft Teams call is “easy”, usually everyone joins from their own device with a neat name tag attached them and the transcript or audio stream is neatly tied to that. In-person meetings or Phone Calls are a completely different story. […]
August brought two standout integrations, a fresh way to manage client-facing content, and a wave of Notetaker, scheduling, and admin upgrades – plus some exciting industry recognition. Here’s everything we shipped and everywhere we showed up: Advyzon Integration: GReminders is now fully integrated with Advyzon. The integration facilitates scheduling, pulls Advyzon data into AI-generated Pre-Meeting […]
We are excited about the launch of FMG Connect, FMG Suite’s new integration and orchestration layer. FMG is the leading marketing and growth platform for financial advisors, insurance professionals, and enterprises – trusted by more than 80,000 financial professionals – empowering them to scale compliant, client-centered marketing that drives organic growth. As an official launch […]
GReminders AI Agent and AI Notetaker work together to help you prepare for meetings, capture conversations, organize meeting information, take action after meetings, and surface insights across your client interactions. AI Notetaker focuses primarily on the meeting itself. It can join or record virtual, phone, and in-person conversations and turn those conversations into transcripts, summaries, […]
Reminder Templates in GReminders Key Features Setup Process Benefits Limitations Additional Notes
