Organizations should establish data retention and security protocols that align with their specific regulatory requirements and risk tolerance. By customizing these settings, firms ensure that their data lifecycle management supports their unique compliance posture while maintaining essential operational safeguards. Calendar / Event Data Retention When you create events on your Google, Outlook, or Redtail calendars, […]
Administrators on your GReminders account can access each user’s account in order to help with setting up the program. If you do not wish to allow personnel with administrative access on your account to view your calendar events, it is possible to hide them. #1 Hiding Your Events at the User Level If you are […]
To connect to your Intermedia/Osaic Calendar do the following: Go to GReminders Manage Calendars and click Connect Another Calendar Next Enter your Email address and Email Password. For the Exchange Web Services URL use:https://agmail.smarshmail.com/ That should be it. If you have problems please read on. Troubleshooting Please make sure your password is actually correct. This […]
The following information should not be used as a substitute for legal advice. Congress passed the Telephone Consumer Protection Act in 1991 in response to citizen complaints about unsolicited phone calls from marketers. They later expanded the act to include SMS text messages. The act has been interpreted many different ways, so we won’t endeavor […]
You may encounter GReminders asking for more Email permissions when either logging in or connecting your Office 365 or Google Calendar. We have introduced new functionality to create further efficiencies for you. They are as follows: In most cases you will approve the new permissions and continue on. Office 365 Admins In some cases Office […]
Yes, GReminders is HIPAA Compliant with a BAA. TLDR, Yes GReminders, Google Calendar (part of Google’s Workspace), Microsoft Outlook Calendar (part of Microsoft Office 365 Suite or Outlook.com) are ALL HIPAA Compliant with a BAA (Business Associates Agreement). Do the following to get HIPAA Compliant: for Google Calendar / Google Workspace: For more please visit: […]
Ensuring your website complies with US mobile carrier requirements (called 10DLC and A2P) is critical for a successful SMS messaging. 10DLC is a registered 10-digit phone number that lets businesses send compliant, carrier-approved text messages from a local number. Please note this ONLY applies to Customers in the United States. If you are in Canada, […]
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 […]
If you are communicating with your prospects or customers via SMS to individuals in the European Union, compliance with the General Data Protection Regulation (GDPR) is essential. The GDPR, effective since May 2018, is designed to safeguard the privacy and personal data of individuals within the EU and the European Economic Area, establishing rules and […]
If you are in an industry that requires 3rd party monitoring of all client communications, GReminders can help. Our system currently logs all your outgoing SMS, email, and voice reminders along with incoming SMS replies within our app. You can accessed the archive under Usage Reports > Delivery > Logs. To understand how to set […]
