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, […]
GReminders integrates directly with Wealthbox CRM to allow financial advisors the ability to automate scheduling and appointment reminders. Our direct integration runs completely in the background, set it up and forget it. When you schedule an appointment with Wealthbox contacts, whether manually or using our automated scheduling system, your contacts’ information is imported into GReminders […]
If you’re a financial advisor who meets one-on-one with clients—either in your office or remotely using Zoom, GoToMeeting, WebEx, Google Meet, or other popular meeting apps—or if you gather your team for internal meetings or invite prospects and clients to group events or seminars, GReminders will greatly reduce the time you spend scheduling while improving your overall […]
AI features within GReminders are transformational for Financial Services and other Professionals. The more data AI has the more useful it becomes for you as an Assistant. Some examples what we do with Email: Google and GReminders take security very seriously. Please visit the GReminders Security Page and or request our Security Whitepaper from your […]
Discount codes are used when you integrate GReminders with a payment service. Discount Codes can be accessed by Global Administrators by going to Setup and under Advanced you will see the section titled Discount Codes. Several options are available, and you should refer to our help articles to learn more.
Under Setup are general settings, which allow administrators on the account to control settings for the entire organization. For example, the admin can override notification settings, specifying specific phone numbers or email addresses to receive notifications. Other basic settings can also be determined for the organization here.
GReminders Client Automations Guide Overview GReminders client automations are designed to put your client notifications and review scheduling on autopilot. Getting Started Setting Up Automations Example Setup: Ongoing Automation Monitoring Automations Put your client notifications and scheduling on autopilot with client automations from GReminders.
Users on our Pro or Business plans can select a dedicated number from which all text or voice call reminders will originate. We’re often asked if we can use an existing number, and unfortunately, this is considered spoofing and is prohibited by our carriers.
Greminders supports many countries. Begin by reading the information at the top of the page. Select the countries you’ll be texting to; your pricing may change to reflect higher SMS rates in some countries. If you select more than one Country (other than US or Canada) you MUST prefix your phone numbers with the proper […]
The Keyword Solution You can use keywords and events on your calendar to trigger specific reminders to groups of individuals. Keywords allow you to map specific phone numbers or emails to a simple word. If GReminders sees that word in your Event Title, it automatically fires off a notification to the person mapped to it. […]
