Quivr is a popular Salesforce Overlay for Financial Advisors. Financial advisors spend countless hours in meetings with clients, prospects, and teams. But the meeting itself is only part of the work. The real operational burden often comes before and after the meeting: doing meeting prep, documenting what happened, updating the CRM, creating follow-up tasks, scheduling […]
Managing meetings efficiently is crucial for maintaining productivity and effective client communication in today’s fast-paced world. GReminders’ AI Notetaker is an artificially intelligent virtual meeting assistant designed to simplify this process by seamlessly joining your virtual or in-person meetings on platforms such as Zoom, Google Meet, Microsoft Teams, Skype, GoTo Meeting, and Webex; generating comprehensive […]
AI Notetaker has several VOIP integrations. If you are using one of the VOIP systems we recommend using these integrations: If you are making phone calls from your Mobile Phone or from an Office Phone that allows “3 way calling” to your clients, this is how you allow AI Notetaker to join your “Native Phone […]
Advyzon is a comprehensive wealth management platform that helps financial advisors manage portfolios, client relationships, financial planning, reporting, and compliance from a single, integrated solution. GReminders has integrated with Advyzon to: Setup Go to Advyzon and click on Integrations and find GReminders in the Partner Integration section: Next toggle the Integration ON and enable both […]
Managed Client Decks are Designed for Consistency, Not AI Guesswork Standard AI Presentations can vary slide by slide based on the Pre Meeting Brief Content. Managed Client Presentations are different. They are built specifically for repeatable, structured meetings (typically 5 to 15 slides) – such as: Instead of AI guessing what to build, you get […]
GReminders integrates with Microsoft Copilot, bringing the same powerful scheduling, calendar, CRM, and practice intelligence directly into the Microsoft 365 ecosystem. Whether you’re working in Outlook, Teams, or other Microsoft applications, Copilot can leverage GReminders to help you schedule meetings, answer questions about your practice, and access the information you need without leaving your workflow. […]
AI is most valuable when it understands the context of your business. By connecting GReminders to Claude, financial advisors can go beyond general-purpose AI and interact directly with their calendars, CRM, and client data using natural language. Schedule meetings, check availability, look up clients and households, answer questions about your practice, and access information across […]
A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation. This includes things like remembering back to the last conversation, collecting notes and making themselves refamiliar with the client or prospect. What does their portfolio performance look like? Or how have recent market events affected their thinking. Did […]
GReminders Scheduling automatically determines when you are available for meetings. It looks at your working hours, existing calendar events or blocks, and any pre- or post-meeting buffers to calculate the time slots that clients can book. However, there are times when you may want to accommodate a special request—for example, fitting in an important client […]
Automated call summaries have become standard, but a single-meeting summary is just a localized system of record. It helps double-check what a specific client said last Tuesday, but it fails to scale. You don’t have time to log into a dashboard and read fifty individual summaries a week. You cannot spot macro market trends, systematic […]
