GReminders unveils autonomous AI assistant for Financial Advisors
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The Invisible Partner: How AI Gives Advisors Their Time Back with Arnulf Hsu
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Adding Scheduling Links Inside your CRM
Your staff wants to book meeting for existing clients, but wants some of the forms pre filled (since we already...
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WealthStack Roundup: GReminders Leaps into Agentic AI with ‘Do Anything’ Assistant
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Wealthtech Roundup: World, Orion, Nitrogen, Oasis And More
Continue ReadingAdding Scheduling Links Inside your CRM
Your staff wants to book meeting for existing clients, but wants some of the forms pre filled (since we already know the contact information). Lets make it easy to book a meeting from within your CRM record for a customer. GReminders supports “redirect” links which pull client data directly from your CRM. These use the […]
2FA – Two Factor Authentication
GReminders supports multiple authentication methods. The most common is to use the default Google or Microsoft connections. Meaning you are logging in via Google/Microsoft to your Google Account, and thus all the safeguards that you have with Google or Microsoft including Mutli Factor Authentication/2FA, SAML, IP restrictions, and many other security protocols. However if you […]