Welcome to GReminders. Meet smarter and grow faster with our AI-powered pre-meeting preparation.
Are you ready?
You will be.
With AI-generated pre-meeting briefs, you decide what information you want included and how you’d like it organized. Our system gathers the data you need automatically.
We’ll pull information from your CRM, including Wealthbox, Salesforce, Redtail, and more. We’ll review notes since your last meeting, along with key details such as accounts, assets, and liabilities.
You can also connect GReminders to your email client so it can check for correspondence since your last meeting. We’ll scan both your inbox and outgoing messages—helping AI uncover valuable insights you might otherwise overlook.
Many firms store client information in the cloud, and GReminders can securely access files stored in OneDrive, Google Drive, SharePoint, Box, and other similar platforms. This may include insurance policies, investment statements, legal documents, banking information, and tax records.
Then, our AI creates the brief in plain English, formatted to your specifications—including easy-to-read tables if you prefer. The brief is delivered to your email at the time you choose: an hour before the meeting, a day before, or even a week in advance.
For most advisors, this is just the beginning.
You can drill down further using our AI-powered “Ask Anything” feature—think of it as ChatGPT connected directly to your client information.
Get a complete overview of your client’s financial situation.
Ask about a specific document stored in the cloud.
View the full document or simply ask follow-up questions.
For example:
“Who is the beneficiary on this account?”
Answers are just seconds away.
Maybe you want to discuss Social Security, but you’re not sure whether you have a recent statement. Just ask. If the answer is no, you can instantly assign a task to your assistant to request the document from the client before the upcoming meeting.
You can even confirm the task in your CRM with a single click.
In GReminders, you can request a pre-meeting brief anytime. Then, with just one click, GReminders AI can create a complete presentation deck based on the brief to use during your meeting. A link to the PowerPoint will arrive in your inbox within minutes.
You can customize the deck however you like.
Think about how much time this will save.
And notice—AI may even recommend next steps, such as scheduling a follow-up meeting to discuss RMD tax strategies. That brings us to yet another powerful tool: the GReminders MCP Server.
MCP allows our AI agent to connect with countless other AI agents across the globe. Use it for scheduling, integrating with financial planning and accounting apps, portfolio software, compliance tools—or even reserving a table at your favorite restaurant when your calendar is free and the weather is nice.
Reach out to your GReminders account representative to learn more about MCP and all of the AI-powered features discussed here.
GReminders. Meet smarter. Grow faster.