AI That Prepares You for Every Meeting

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. […]

CurrentClient Integration

CurrentClient is a leading VoIP and compliance-friendly text messaging platform trusted by financial professionals. There are 2 areas of integration: Sending SMS Messages To send Client Reminders or Bulk Sends via your CurrentClient Account you must first connect your CurrentClient Account to GReminders. Within GReminders go to your Profile > My Integrations and connect your […]

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 […]