A single misspelled name can quietly undermine an otherwise polished meeting record. Whether it’s a client’s name, a company, or...
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The most valuable marketing content isn’t invented - it’s already happening inside client meetings, emails, and real conversations. Every question,...
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We’ve made a meaningful upgrade to how Locations work in scheduling—treating them as a true first-class citizen in the booking...
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We’re excited to announce the launch of the GReminders MCP Server, a major step forward in how AI assistants interact...
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As 2025 comes to a close, we want to thank our customers for making this a truly defining year for...
Continue ReadingA single misspelled name can quietly undermine an otherwise polished meeting record. Whether it’s a client’s name, a company, or a location, small errors tend to get repeated across meeting summaries and task lists – copied, pasted, and shared without anyone noticing. That’s why having the ability to quickly find and replace text across your […]
The most valuable marketing content isn’t invented – it’s already happening inside client meetings, emails, and real conversations. Every question, objection, insight, and explanation represents authentic expertise. Use AI to responsibly capture those moments, anonymize them, and recommend thought-leadership content tailored for channels like LinkedIn – written in your voice, your tone, and your language. […]
We’ve made a meaningful upgrade to how Locations work in scheduling—treating them as a true first-class citizen in the booking experience. Location Comes First If an Event Type supports multiple locations, invitees now select the Location before choosing a date and time. This applies to both 1:1 and Team Event Types and ensures availability is […]
We’re excited to announce the launch of the GReminders MCP Server, a major step forward in how AI assistants interact with real-world scheduling and client data. The GReminders MCP Server enables three core capabilities: This means an AI assistant can answer questions like, “Can you book a review meeting for John Smith next week?” and […]
As 2025 comes to a close, we want to thank our customers for making this a truly defining year for GReminders. Your trust and partnership fueled everything we built—from major AI advancements to expanded integrations, approvals, and industry recognition. Together, we stayed focused on one mission: helping advisors work smarter, serve clients better, and reclaim […]
Hubly is a workflow and operations management platform built specifically for financial advisory firms — it helps teams automate and track client onboarding, money-movement, recurring services, and team tasks so nothing “slips through the cracks.” It is not a CRM itself; rather, Hubly integrates with CRMs like Redtail CRM or Wealthbox and uses existing client […]
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 in “Beta Preview”. 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 […]
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 […]
