Overview GReminders provides a direct, native integration with Salesforce, a leading customer relationship management platform widely used across industries, including financial services. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping users save time, reduce no-shows, and enhance client relationships. As a new hire at GReminders, mastering the Salesforce integration settings is […]
Overview GReminders provides a direct, native integration with Wealthbox CRM, a modern, user-friendly customer relationship management platform designed for financial advisors. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping advisors save time, reduce no-shows, and enhance client relationships. As a new hire at GReminders, mastering the Wealthbox integration settings is essential […]
Overview GReminders offers a direct, native integration with Redtail CRM, a leading customer relationship management platform tailored for financial advisors. This integration streamlines scheduling, reminder automation, and data syncing, allowing advisors to save time, reduce no-shows, and enhance client engagement. As a new hire at GReminders, understanding the integration settings is critical to assisting users […]
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. […]
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 […]
Data classification in Wealthbox CRM is a critical yet often underutilized strategy for financial advisors aiming to streamline operations, enhance client relationships, and leverage analytics effectively. By organizing data systematically using Wealthbox’s features like Custom Contact Types, Status Fields, Tags, and Custom Fields, advisors can maximize the utility of their CRM, improve reporting, and ensure […]
Welcome to GReminders We save advisors and their assistants hundreds of hours a year by automating the entire meeting lifecycle. What is the Meeting Lifecycle? Here’s a breakdown of the process: How much time does this take? According to a recent survey, advisory offices spend approximately 13.5 hours per client per year on these activities. […]
Thank you, everybody, for joining us. I am with GReminders. My name is Xeaira Burkett, and I am the Partner Relationship Manager. For those who don’t know, GReminders is the only automated scheduling and reminders platform built for advisors. We directly integrate with the biggest CRMs in the financial sphere. Today, I’m delighted to introduce […]
Compliance and Governance in the Financial Advisor or Wealth Management Space at its core is about Transparency, Integrity and Putting Client Interests first. While regulatory compliance can be daunting, almost ALL of it aligns with common sense practices that protect both the advisor and their clients. In short they can be summarized with: Put your […]
Listen to our CEO discuss Fintech, Productivity and the Future of AI and Automations on the PayPod Payments & Fintech Show Podcast: Enjoy!
