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. 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 Record (CRM Contacts) […]
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 […]
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 […]
With GReminders you can bring your own Email service. If you use Google or Microsoft see this article. If you have Redtail Email or another non Google/Microsoft provider you can use your SMTP Mail Server to send mail (outgoing). To set this up go to My Profile > My Integrations > Select SMTP If you […]
GReminders is an AI-powered meeting management and appointment scheduling platform designed for financial advisors and professionals in professional services (like accountants, attorneys, therapists, and sales teams), and businesses looking to streamline client meetings. Our core focus is handling the entire meeting lifecycle in one integrated tool, rather than requiring multiple separate apps. GReminders can send […]
Yes, I know, nobody likes change, especially when it comes to User Interfaces. Last Time Tesla changed the UI I couldn’t even figure out how to turn on the Radio. But like all things that are in a constant state of growth we need to step back every year or two and ask if things […]
