Podcast: Fintech, and the Future of Productivity
Listen to our CEO discuss Fintech, Productivity and the Future of AI and Automations on the PayPod Payments & Fintech Show Podcast: Enjoy!
Advantages of Utilizing an Interoperable System for Financial Professionals
In today’s interconnected world, financial professionals are increasingly challenged with managing complex systems that must function seamlessly together. Choosing between interoperative solutions and point solutions is more critical than ever. While point solutions offer targeted fixes for specific issues, interoperative solutions like GReminders excel by integrating effortlessly with other systems, ensuring efficient communication and data […]
Problems Connecting to your Microsoft Teams Or Microsoft Office 365/Outlook.com Email Account?
In certain cases, where Microsoft accounts are more locked down, you may have issues connecting directly with your Microsoft Teams or Email Account. If you have your CRM calendar connected and not your Microsoft Account you may experience issues connecting Microsoft Teams or Email directly. You can try this by going to Connected Services and […]
GReminders Partners with Osaic to Transform Scheduling and Automation for Financial Advisors
Strategic Partnership Aims to Streamline Operations and Boost Efficiency for over 10,000 Financial Professionals Los Angeles, CA – June 10, 2024 — GReminders, a leading provider of online scheduling and process automation technology, has announced a strategic partnership with Osaic, one of the nation’s largest providers of wealth management solutions. This collaboration aims to bring […]
Are You Overlooking Ways to Enhance Your Client Service?
As a financial advisor, establishing a trusting and communicative relationship with your clients is paramount. Trust forms the foundation of any successful advisory relationship, enabling clients to feel secure and confident in sharing their financial goals and concerns. Effective communication ensures that clients are well-informed, engaged, and reassured that their advisor is attentive to their […]
Working with Redtail UDFs and Tag Groups
GReminders allows you to map the answers your clients submit during scheduling to User Defined Fields (UDF) in Redtail. UDFs are just one of the options you have to map your Custom Questions to but they are very commonly used. (Click here to learn more about this process) GReminders can also sync with your Redtail […]
Embedding Scheduling Pages into Squarespace
Embedding a Scheduling or Routing form into your website is easy. For General instructions on how to embed Scheduling pages into your website see our general documentation. If you are a Squarespace user here are basic instructions: First edit a Squarespace page and add a “Block”: Next select the CODE block Edit the Block Then […]
Are your clients thinking about leaving you?
WealthManagement.com published the results of a shocking survey conducted by YCharts in February 2024. The survey indicated more than half of advisory clients either left their financial advisor or considered leaving their advisor in 2023. In fact, they were so shocked by the results that they conducted the survey a second time and confirmed the […]
How to Retain Clients When Advisors Leave Your Firm
When an advisor leaves your firm, you have to act quickly if you want to retain clients. According to Bryce Sanders in his article, 7 Steps to Keeping a Client Whose Advisor Has Left the Firm, Think Advisor, Oct. 18, 2021, Step #2 is: Contact Them Immediately While you can reach out to clients many […]
Help Clients Follow You to Your New Firm
Note: Be careful not to violate any previously signed non-compete agreement before continuing. Once You’ve Made the Move to a New Firm You’ve moved to a new advisory firm that uses Redtail, Wealthbox or Salesforce and you would like to add your clients to your CRM as quickly as possible. GReminders Client Automation will not […]