Currently when GReminders, SMS Appointment Reminder Service, sends SMS Messages to your end customers reminding them of upcoming Appointments or...
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Managing meetings efficiently is crucial for maintaining productivity and effective client communication in today's fast-paced world. GReminders’ AI Notetaker is...
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AI Notetaker has several VOIP integrations. If you are using one of the VOIP systems we recommend using these integrations:...
Continue ReadingCurrently when GReminders, SMS Appointment Reminder Service, sends SMS Messages to your end customers reminding them of upcoming Appointments or follow up messages the number we send from is typically a dedicated phone number associated with your account. If you use MyRepChat, click here to learn how you can send messages via your MyRepChat Account […]
Managing meetings efficiently is crucial for maintaining productivity and effective client communication in today’s fast-paced world. GReminders’ AI Notetaker is an artificially intelligent virtual meeting assistant designed to simplify this process by seamlessly joining your virtual or in-person meetings on platforms such as Zoom, Google Meet, Microsoft Teams, Skype, GoTo Meeting, and Webex; generating comprehensive […]
AI Notetaker has several VOIP integrations. If you are using one of the VOIP systems we recommend using these integrations: If you are making phone calls from your Mobile Phone or from an Office Phone that allows “3 way calling” to your clients, this is how you allow AI Notetaker to join your “Native Phone […]
At GReminders, we spend our days helping financial advisors save time, eliminate administrative friction, and grow their practices. Today, we are thrilled to announce a major growth milestone of our own. GReminders has officially been named No. 578 on the 2026 Inc. 5000 list of America’s fastest-growing private companies. With a three-year revenue growth of […]
Advyzon is a comprehensive wealth management platform that helps financial advisors manage portfolios, client relationships, financial planning, reporting, and compliance from a single, integrated solution. GReminders has integrated with Advyzon to: Setup Go to Advyzon and click on Integrations and find GReminders in the Partner Integration section: Next toggle the Integration ON and enable both […]
Managed Client Decks are Designed for Consistency, Not AI Guesswork Standard AI Presentations can vary slide by slide based on the Pre Meeting Brief Content. Managed Client Presentations are different. They are built specifically for repeatable, structured meetings (typically 5 to 15 slides) – such as: Instead of AI guessing what to build, you get […]
July was another action-packed month, headlined by two major AI integrations, a new way to turn documents and conversations into clean CRM data, and a steady stream of Notetaker, scheduling, and admin improvements. Here’s everything we shipped and everywhere we showed up: AI Forms and Field Extraction: Our biggest release of the month. GReminders can […]
