How many hours a week do you spend manually typing data from client intake forms, PDFs, or meeting notes directly into your CRM? When a new prospect books an initial consultation, you usually only collect the basics – a name and an email address. But by the time your first meeting starts, you’ve likely gathered […]
SCIM is an open standard protocol designed to automate the exchange of user identity information between cloud applications and identity providers. In plain English? Instead of your IT admin manually adding a new user to GReminders, assigning their calendar roles, and deleting their account when they leave, your identity provider handles it all automatically. Use […]
Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, go to Setup > Users and click Invite New Users. Enter the email addresses of the users you want to invite. If you prefer you can also import users via CSV Import for […]
GReminders connects with Investipal so your AI Notetaker Meeting Summaries can be used automatically to build client proposals and prep for upcoming meetings. Connecting the Integration Using the Integration That’s it! You’re now ready to begin building custom client proposals using GReminders and Investipal.
Salesforce is a robust and full-featured CRM for sales teams. GReminders is the setup and forget SMS reminder app that integrates with Google and Outlook Calendars. Together, these applications will help you meet with more prospects and clients by reducing your no-shows and automating your scheduling. In this article, we’ll discuss how you integrate GReminders […]
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 […]
Reminder Templates in GReminders Key Features Setup Process Benefits Limitations Additional Notes
The financial advisory landscape is shifting away from subjective intuition and toward data-driven execution. Every day, advisors hold critical conversations that directly impact firm revenue and client retention. Yet, once a meeting ends, the valuable insights within those hours of dialogue often vanish. Introducing Meeting Scorecards – turning unmonitored text transcripts into objective, actionable data. […]
Managing a busy advisory practice requires seamless coordination. To eliminate the friction of switching between tabs, GReminders now inside Wealthbox using the GReminders Sidebar Chrome and Edge Extension. Wealthbox users can now access advanced scheduling tools and AI-driven meeting preparation directly in their browser alongside their CRM data. Watch this Overview Video: Here is a […]
This article will contain various troubleshooting tips if you are having any issues with Notetaker joining or taking notes. For In Person Recordings we recommend download the GReminders Mobile App General If you are using waiting rooms make sure the host allows the Notetaker into the meeting. Zoom If AI Notetaker is in your call […]
