A single misspelled name can quietly undermine an otherwise polished meeting record. Whether it’s a client’s name, a company, or a location, small errors tend to get repeated across meeting summaries and task lists – copied, pasted, and shared without anyone noticing. That’s why having the ability to quickly find and replace text across your […]
The most valuable marketing content isn’t invented – it’s already happening inside client meetings, emails, and real conversations. Every question, objection, insight, and explanation represents authentic expertise. Every now and then, advisors have a meeting that really matters. It’s not just a review or a portfolio check. It’s a conversation where a client is going […]
We’ve made a meaningful upgrade to how Locations work in scheduling—treating them as a true first-class citizen in the booking experience. Location Comes First If an Event Type supports multiple locations, invitees now select the Location before choosing a date and time. This applies to both 1:1 and Team Event Types and ensures availability is […]
We’re excited to announce the launch of the GReminders MCP Server, a major step forward in how AI assistants interact with real-world scheduling and client data. The GReminders MCP Server enables three core capabilities: This means an AI assistant can answer questions like, “Can you book a review meeting for John Smith next week?” and […]
Hubly is a workflow and operations management platform built specifically for financial advisory firms — it helps teams automate and track client onboarding, money-movement, recurring services, and team tasks so nothing “slips through the cracks.” It is not a CRM itself; rather, Hubly integrates with CRMs like Redtail CRM or Wealthbox and uses existing client […]
We try to push the envelope when it comes to AI and what it’s capable of. Today we are announcing One Click Client Presentations in “Beta Preview”. Impressed? How it Works Generate a Pre Meeting Brief (ones that show up in your inbox) or you can generate them on demand by going to the Client […]
Document systems like Box, SharePoint, and similar platforms give advisors a secure, centralized place to store, organize, and share client information. They likely contain Financial Statements, Tax Returns, Trusts/Wills, and various other Notes. Documents can be very useful for enhancing Pre Meeting Briefs or getting information about a client via Ask Anything AI Assistant. GReminders […]
GReminders offers Client SMS Reminders, Client Notifications, and various automations over SMS. This includes sending reminders to clients prior to a meeting to reduce No Shows, or reaching out to the client when it’s time for their Bi-Annual Review, etc… By default, GReminders maintains Phone Numbers for you that can be used to send these […]
MyRepChat is a very popular Business Texting Service from FMG. GReminders now allows you to send Text/SMS messages via your MyRepChat phone number for both Client Reminders and Bulk Sends. Connecting MyRepChat To Integrate, it’s simple. Go to your MyRepChat Account and Navigate to Settings > API Access Then click Generate API Key This will […]
When notetaker is taking all your notes across your phone, virtual meetings, in person, etc… a lot of content comes together. Many calls may not rise to the level of action, some do and some don’t. So how do we get the signal from the noise? Introducing Focused View on Notetaker. Please note: this feature […]
