AI Powered End to End Meeting Automation for Financial Advisors & Wealth Management
Welcome to GReminders We save advisors and their assistants hundreds of hours a year by automating the entire meeting lifecycle. What is the Meeting Lifecycle? Here’s a breakdown of the process: How much time does this take? According to a recent survey, advisory offices spend approximately 13.5 hours per client per year on these activities. […]
Conference Rooms & Resources
When scheduling a meeting, you often need a specific space, like a conference room, a dedicated office, or another area to host your gathering. These spaces are typically shared, meaning others may use them too, so reserving them in advance is essential. That’s where the Rooms & Resources feature comes in—a simple solution to secure […]