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 […]
May was another packed month – loaded with a dozen new releases, new integrations, and three community webinars. Here’s everything we shipped and everywhere we showed up: What’s New in May This month’s biggest releases brought smarter scheduling controls, deeper AI capabilities, and more flexibility for teams managing complex workflows. Apply Same or Opposite Blocks […]
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 Notetaker uses Zoom’s recording feature to record […]
In today’s business environment, efficient and accurate note-taking is crucial for maintaining productivity and ensuring no detail is overlooked. GReminders offers 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 information is captured […]
GReminders lets you leverage your contacts in your CRM to automate a variety of email and SMS notifications to clients around critical life events. One of the most powerful ways financial advisors use this feature is to proactively target clients approaching key age milestones. By setting up dynamic date criteria, you can automatically run bulk […]
Want GReminders to integrate with RightCapital. We need you to formally request this with RightCapital. Please send an email to [email protected] Requesting integration with GReminders for purposes of Pre Meeting Brief, Client Presentations, and access to YOUR data for general AI Agent purposes. Thank you for your particiption
eMoney API Access seems to be a difficult thing to come by. In order for GReminders to integrate with eMoney we need your help. We need you to to do the following: 1. Sign in to your eMoney Account 2. In the Footer click Request a Feature 3. On this page search for “GReminders” Then […]
Holistiplan is a tax and estate planning software platform designed specifically for financial advisors to streamline the review of client tax returns. With this integration GReminders can use Ask Anything or Pre Meeting Briefs to pull data from Holistiplan to improve the outputs. How to Enable Holistiplan Integration (Right now the setup is a bit […]
Overview – Why It Matters In the financial advisory space, most tools focus strictly on “money in motion” (e.g., job changes, inheritance, divorce). While that data is useful, it misses a massive, real-time opportunity: “people in motion.” These are prospects actively researching an advisor or firm across the web but dropping off before finalizing an […]
