Meeting Analytics & Scorecards

Posted on by Sarah Mitchell

The financial advisory landscape is shifting away from subjective intuition and toward data-driven execution. Every day, advisors hold critical conversations that directly impact firm revenue and client retention. Yet, once a meeting ends, the valuable insights within those hours of dialogue often vanish. Introducing Meeting Scorecards – turning unmonitored text transcripts into objective, actionable data. […]

Scheduling and Meeting Prep Inside Wealthbox

Posted on by Sarah Mitchell

Managing a busy advisory practice requires seamless coordination. To eliminate the friction of switching between tabs, GReminders now inside Wealthbox using the GReminders Sidebar Chrome and Edge Extension. Wealthbox users can now access advanced scheduling tools and AI-driven meeting preparation directly in their browser alongside their CRM data. Watch this Overview Video: Here is a […]

May Recap

Posted on by Emily Willis

May was another packed month – loaded with a dozen new releases, new integrations, and three community webinars. Here’s everything we shipped and everywhere we showed up: What’s New in May This month’s biggest releases brought smarter scheduling controls, deeper AI capabilities, and more flexibility for teams managing complex workflows. Apply Same or Opposite Blocks […]

Notetaker Troubleshooting

Posted on by Sarah Mitchell

This article will contain various troubleshooting tips if you are having any issues with Notetaker joining or taking notes. For In Person Recordings we recommend download the GReminders Mobile App General If you are using waiting rooms make sure the host allows the Notetaker into the meeting. Zoom Notetaker uses Zoom’s recording feature to record […]