GReminders and Advisor CRM announce AI-related updates
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Osaic talks to GReminders: The Future of AI in Financial Services
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GReminders Brings Leading-Edge AI Notetaker and SMS Reminders to Over 11,000 Osaic Financial Professionals
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Data Classification in Wealthbox CRM: Best Practices for Financial Advisors
Data classification in Wealthbox CRM is a critical yet often underutilized strategy for financial advisors aiming to streamline operations, enhance...
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GReminders’ Arnulf Hsu on AI-Powered Meeting Management for Financial Advisors
Continue ReadingData Classification in Wealthbox CRM: Best Practices for Financial Advisors
Data classification in Wealthbox CRM is a critical yet often underutilized strategy for financial advisors aiming to streamline operations, enhance client relationships, and leverage analytics effectively. By organizing data systematically using Wealthbox’s features like Custom Contact Types, Status Fields, Tags, and Custom Fields, advisors can maximize the utility of their CRM, improve reporting, and ensure […]
Join AI Notetaker to your Existing Phone Calls
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 […]
Manage Follow Up Activities
After you meet with a Client there are usual follow up activities, such as: If you are using AI Notetaker you can now better track which Meetings have had all their respective follow ups completed or which ones still need attention. On the AI Notetaker Page you will now see meetings where Follow Ups have […]
Task & Opportunity Recommendation Customization
AI Notetaker is driving meaningful efficiencies for Post Meeting Follow Ups, Action Items, and Opportunity Recommendations. After Notetaker you will see recommendations for Tasks or Opportunities to be created: Want to recommend a Gift to be sent after the Birth of a Child is mentioned? Recommend an Insurance Product if certain life events occurred? You […]
Email Permissions
You may encounter GReminders asking for more Email permissions when either logging in or connecting your Office 365 or Google Calendar. We have introduced new functionality to create further efficiencies for you. They are as follows: In most cases you will approve the new permissions and continue on. Office 365 Admins In some cases Office […]