Users may be allowed by the administrator to set up their own client reminders. If you see the managed badge, the reminder template was set up by your administrator and is ready to use. Or, you may have set up a reminder template when you started your trial. Before setting up any additional templates, let’s […]
You can connect calendars to GRemindersunder Manage Calendars. Indicate which calendars you wish to: Indicate if the calendar is the primary.It will be used to schedule team events on.
Nitrogen (formerly Riskalyze) is a powerful platform that allows you to assess Portfolio risk for new and existing clients. A common use case is for prospects to book a New Intro Meeting via GReminders, and then you want to send a Nitrogen Risk Questionnaire to that Prospect so you are informed about their Portfolio prior […]
GReminders AI Notetaker can automatically join your Virtual Meetings when using Zoom, Microsoft Teams, Google Meet, GoToMeeting and Webex. If you use VOIP systems such as Intulse, Ring Central, Zoom Phone, etc., our AI Notetaker can transcribe your phone calls as well. What if Your Meetings are In-Person? GReminders AI Notetaker can also be used […]
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 use Ring Central as your phone system, you can now get all the benefits of AI Notetaker with Ring Central Calls. Benefits include: Automatic Summaries of the Call Extracting Tasks/Action Items from the Call One click push into your CRM or System of Record Read More about the Benefits of AI Notetaker here. […]
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 […]
Leverage your CRM such as Redtail, Wealthbox, Salesforce, Hubspot, Pipedrive, etc… with GReminders AI Notetaker. Efficiency and seamless integration are the cornerstones of effective client relationship management. GReminders’ AI Notetaker is revolutionizing how professionals handle meeting summaries and task management by effortlessly pushing this crucial information into your CRM. This powerful feature ensures that all […]
In today’s business environment, efficient and accurate note-taking is crucial for maintaining productivity and ensuring no detail is overlooked. GReminders has recently unveiled its AI Notetaker Templates, a game-changer for professionals who rely on detailed meeting summaries. These customizable templates allow users to tailor their notetaking to different types of meetings, ensuring that all pertinent […]
This article will contain various troubleshooting tips if you are having any issues with Notetaker joining or taking notes. General If you are using waiting rooms make sure the host allows the Notetaker into the meeting. Zoom Notetaker uses Zoom’s recording feature to record the calls. This means the host needs to consent to the […]
