Revolutionizing Advisor Workflows: AI, Automation, and the Journey Behind GReminders with Arnulf Hsu
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Wealthtech Roundup: Cetera, Archive Intel, Envestnet, T3 And More
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Capturing Address Changes Safely
GReminders allows you to ask Custom Questions when clients or prospects schedule appointments through your Event Types. This powerful feature...
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CurrentClient Integration
CurrentClient is a leading VoIP and compliance-friendly text messaging platform trusted by financial professionals. With this new integration, GReminders customers...
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NextAgency
NextAgency is a leading Life & Health Insurance Agency CRM. GReminders has partnered with NextAgency to drive next generation AI...
Continue ReadingCapturing Address Changes Safely
GReminders allows you to ask Custom Questions when clients or prospects schedule appointments through your Event Types. This powerful feature enables you to gather important details directly at the time of booking, while integrating seamlessly with your reminders and calendar events. One common use case is capturing potential changes to client information, such as a […]
CurrentClient Integration
CurrentClient is a leading VoIP and compliance-friendly text messaging platform trusted by financial professionals. With this new integration, GReminders customers can now seamlessly push CurrentClient calls directly into the GReminders AI Notetaker—automatically turning recorded conversations into accurate, searchable meeting notes. The result is less manual work, better documentation, and a more complete record of every […]
NextAgency
NextAgency is a leading Life & Health Insurance Agency CRM. GReminders has partnered with NextAgency to drive next generation AI powered Meeting Tools that ensure nothing slips through the cracks. What It Enables How To Enable It Step 1) Log into your NextAgency account.Click your profile picture in the upper-right corner, or use the left-hand […]
Organizing Your CRM for Efficient Bulk Review Invites
The GReminders Bulk Sends feature allows you to automatically invite clients to schedule their upcoming review meetings based on criteria pulled directly from your connected CRM (e.g., Redtail, Wealthbox, Salesforce, etc.). By sending a personalized booking link tied to your Event Type, clients can self-schedule at their convenience—streamlining your review process. The key to success […]
Find & Replace in AI Summaries and Tasks
A single misspelled name can quietly undermine an otherwise polished meeting record. Whether it’s a client’s name, a company, or a location, small errors tend to get repeated across meeting summaries and task lists – copied, pasted, and shared without anyone noticing. That’s why having the ability to quickly find and replace text across your […]
Turning Client Conversations Into Thought Leadership – Organically
The most valuable marketing content isn’t invented – it’s already happening inside client meetings, emails, and real conversations. Every question, objection, insight, and explanation represents authentic expertise. Every now and then, advisors have a meeting that really matters. It’s not just a review or a portfolio check. It’s a conversation where a client is going […]
Locations Reimagined: Smarter Scheduling from the Start
We’ve made a meaningful upgrade to how Locations work in scheduling—treating them as a true first-class citizen in the booking experience. Location Comes First If an Event Type supports multiple locations, invitees now select the Location before choosing a date and time. This applies to both 1:1 and Team Event Types and ensures availability is […]