August brought two standout integrations, a fresh way to manage client-facing content, and a wave of Notetaker, scheduling, and admin...
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We are excited about the launch of FMG Connect, FMG Suite’s new integration and orchestration layer. FMG is the leading...
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GReminders AI Agent and AI Notetaker work together to help you prepare for meetings, capture conversations, organize meeting information, take...
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Reminder Templates in GReminders Definition: Reminder Templates are pre-configured message frameworks that define the content, timing, delivery method, and conditions...
Continue ReadingAugust brought two standout integrations, a fresh way to manage client-facing content, and a wave of Notetaker, scheduling, and admin upgrades – plus some exciting industry recognition. Here’s everything we shipped and everywhere we showed up: Advyzon Integration: GReminders is now fully integrated with Advyzon. The integration facilitates scheduling, pulls Advyzon data into AI-generated Pre-Meeting […]
We are excited about the launch of FMG Connect, FMG Suite’s new integration and orchestration layer. FMG is the leading marketing and growth platform for financial advisors, insurance professionals, and enterprises – trusted by more than 80,000 financial professionals – empowering them to scale compliant, client-centered marketing that drives organic growth. As an official launch […]
GReminders AI Agent and AI Notetaker work together to help you prepare for meetings, capture conversations, organize meeting information, take action after meetings, and surface insights across your client interactions. AI Notetaker focuses primarily on the meeting itself. It can join or record virtual, phone, and in-person conversations and turn those conversations into transcripts, summaries, […]
Reminder Templates in GReminders Key Features Setup Process Benefits Limitations Additional Notes
MyRepChat is a very popular Business Texting Service from FMG. GReminders now allows you to send Text/SMS messages via your MyRepChat phone number for both Client Reminders and Bulk Sends. Connecting MyRepChat To Integrate, it’s simple. Go to your MyRepChat Account and Navigate to Settings > API Access Then click Generate API Key This will […]
Take Control of Your Booking Experience Your scheduling pages are often the first interaction a client has with your meeting process. Small details—when your week starts, whether weekends appear, how long booking links remain active, and even what information gets added to a client’s calendar—can make a surprisingly big difference. GReminders now gives you more […]
For Redtail Integration when using Google Calendar or Microsoft Outlook / Office 365 / Exchange as your primary calendar, Click Here. If you are a financial advisor who uses Redtail as your CRM, we have great news! GReminders integrates directly with Redtail to allow you to: Contents Setup Your Free Trial of GReminders If you […]
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 […]
Quivr is a popular Salesforce Overlay for Financial Advisors. Financial advisors spend countless hours in meetings with clients, prospects, and teams. But the meeting itself is only part of the work. The real operational burden often comes before and after the meeting: doing meeting prep, documenting what happened, updating the CRM, creating follow-up tasks, scheduling […]
