AI for Financial Advisors: How to Attract More Doctor Clients in 2026
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Hubly Integration
Hubly is a workflow and operations management platform built specifically for financial advisory firms — it helps teams automate and...
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One Click Client Presentations
We try to push the envelope when it comes to AI and what it's capable of. Today we are announcing...
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Document Intelligence
Document systems like Box, SharePoint, and similar platforms give advisors a secure, centralized place to store, organize, and share client...
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Bring your Own SMS Number
GReminders offers Client SMS Reminders, Client Notifications, and various automations over SMS. This includes sending reminders to clients prior to...
Continue ReadingHubly Integration
Hubly is a workflow and operations management platform built specifically for financial advisory firms — it helps teams automate and track client onboarding, money-movement, recurring services, and team tasks so nothing “slips through the cracks.” It is not a CRM itself; rather, Hubly integrates with CRMs like Redtail CRM or Wealthbox and uses existing client […]
One Click Client Presentations
We try to push the envelope when it comes to AI and what it’s capable of. Today we are announcing One Click Client Presentations in “Beta Preview”. Impressed? How it Works Generate a Pre Meeting Brief (ones that show up in your inbox) or you can generate them on demand by going to the Client […]
Document Intelligence
Document systems like Box, SharePoint, and similar platforms give advisors a secure, centralized place to store, organize, and share client information. They likely contain Financial Statements, Tax Returns, Trusts/Wills, and various other Notes. Documents can be very useful for enhancing Pre Meeting Briefs or getting information about a client via Ask Anything AI Assistant. GReminders […]
Bring your Own SMS Number
GReminders offers Client SMS Reminders, Client Notifications, and various automations over SMS. This includes sending reminders to clients prior to a meeting to reduce No Shows, or reaching out to the client when it’s time for their Bi-Annual Review, etc… By default, GReminders maintains Phone Numbers for you that can be used to send these […]
Sending SMSs via MyRepChat
MyRepChat is a very popular Business Texting Service from FMG. GReminders now allows you to send Text/SMS messages via your MyRepChat phone number for both Client Reminders and Bulk Sends. Connecting MyRepChat To Integrate, it’s simple. Go to your MyRepChat Account and Navigate to Settings > API Access Then click Generate API Key This will […]
Notetaker Focused View
When notetaker is taking all your notes across your phone, virtual meetings, in person, etc… a lot of content comes together. Many calls may not rise to the level of action, some do and some don’t. So how do we get the signal from the noise? Introducing Focused View on Notetaker. Please note: this feature […]
SMTP for Sending Mail
With GReminders you can bring your own Email service. If you use Google or Microsoft see this article. If you have Redtail Email or another non Google/Microsoft provider you can use your SMTP Mail Server to send mail (outgoing). To set this up go to My Profile > My Integrations > Select SMTP If you […]
