If you are using the AI Notetaker for Meetings you can automatically write back the Notes to your CRM immediately...
Continue Reading
AI features within GReminders are transformational for Financial Services and other Professionals. The more data AI has the more useful...
Continue Reading
Microsoft Teams Phone VoIP provides a robust platform for voice communication, while GReminders AI Notetaker enhances meeting productivity through intelligent...
Continue Reading
Sending email follow-ups as a financial advisor is critical for building trust, maintaining client relationships, and driving business growth. Here’s...
Continue Reading
If you are using the AI Notetaker for Meetings you can automatically write back the Notes to your CRM immediately after your Meeting is over. ZERO WORK for you, ZERO. By default it requires you (the host) to review the summary and push it, however if you are looking for even further automation you can […]
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 […]
Microsoft Teams Phone VoIP provides a robust platform for voice communication, while GReminders AI Notetaker enhances meeting productivity through intelligent automation. Together, these tools create a powerful ecosystem that streamlines workflows, improves collaboration, and ensures no critical detail is missed. Note, Microsoft Teams is both a Web Meeting Provider AND can also act as your […]
Sending email follow-ups as a financial advisor is critical for building trust, maintaining client relationships, and driving business growth. Here’s why: Reinforce Trust and CredibilityFollow-ups show clients you’re attentive and committed to their financial goals. A timely email recapping a meeting or checking in on their progress demonstrates professionalism and keeps you top-of-mind. Clarify and […]
Surge Scheduling is now often a common practice in Wealth Management where financial advisors concentrate client meetings into specific, intensive periods—typically a few weeks or months each year—rather than spreading them evenly throughout the year. These “surge” periods involve back-to-back client review meetings, often 3–6 per day, several days a week, to maximize efficiency. The […]
