Microsoft Teams Phone VoIP provides a robust platform for voice communication, while GReminders AI Notetaker enhances meeting productivity through intelligent automation. Together, these tools create a powerful ecosystem that streamlines workflows, improves collaboration, and ensures no critical detail is missed. Note, Microsoft Teams is both a Web Meeting Provider AND can also act as your […]
Sending email follow-ups as a financial advisor is critical for building trust, maintaining client relationships, and driving business growth. Here’s why: Reinforce Trust and CredibilityFollow-ups show clients you’re attentive and committed to their financial goals. A timely email recapping a meeting or checking in on their progress demonstrates professionalism and keeps you top-of-mind. Clarify and […]
Surge Scheduling is now often a common practice in Wealth Management where financial advisors concentrate client meetings into specific, intensive periods—typically a few weeks or months each year—rather than spreading them evenly throughout the year. These “surge” periods involve back-to-back client review meetings, often 3–6 per day, several days a week, to maximize efficiency. The […]
When scheduling a meeting, you often need a specific space, like a conference room, a dedicated office, or another area to host your gathering. These spaces are typically shared, meaning others may use them too, so reserving them in advance is essential. That’s where the Rooms & Resources feature comes in—a simple solution to secure […]
Notion is a popular all-in-one workspace that helps users organize tasks, notes, and projects. Launched in 2013, it has gained millions of users for its flexibility and ease of use. If you use Notion to manage your work, you can now automatically add AI-generated tasks (from post-meetings) directly to your Notion pages. This makes it […]
Monday.com stands out as a leading platform for project management. With its versatile tools, it simplifies the coordination of both internal and external projects. Now, you can seamlessly integrate AI Notetaker Tasks (Post-Meeting) into your Monday.com workflows, enhancing your project tracking with minimal effort.Here’s how to get started. Setup First, go to Org Settings > […]
Asana is one of the most popular Project Management Applications out there. Founded in 2008 by one of the Facebook Co-Founders, it has some 150,000+ Customers. If you are using Asana to manage internal or project work you can now automatically push AI Notetaker Tasks (Post Meeting) directly to your Asana Projects. Here is how […]
GReminders supports all versions of Salesforce. This article is about the differences and nuances of Financial Services Cloud. All Salesforce articles can be found here. If you are using FSC you should use the SPECIFIC FSC Integration found here within GReminders Org Settings. Go to Org Settings > Integrations > Salesforce FSC Salesforce Financial Services […]
If you are using AI Notetaker for Call Transcripts / Summaries / Actions Items you can also generate Email Follow Ups to send to your clients after the meeting. We now support a variety of Email Follow Up Templates you can Customize to suit your style and or follow layout. We ship with a “default” […]
If you are syncing your CRM Contacts back to GReminders, you can now automatically book a meeting on behalf of your clients very easily with all the data automatically pre-populated for you. Navigate to the Contact Record. Go to Contacts > CRM Contacts and do a simple Search: Click on the Client or Household: Assuming […]
