September was one of our biggest months yet. We launched our MCP Server, announced a strategic partnership with FMG, rolled...
Continue Reading
As a financial advisor, you handle hundreds—if not thousands—of sensitive client documents every year. From investment statements and insurance policies...
Continue Reading
In an increasingly interconnected global economy, business happens in every language. Financial advisors, legal professionals, and consulting teams frequently hold...
Continue Reading
Birthdays and client anniversaries are simple opportunities to strengthen relationships - but remembering every important date and finding the time...
Continue Reading
Never Ask "Wait, Who Said That?" Again. Knowing who is speaking on a Zoom or Microsoft Teams call is "easy",...
Continue ReadingSeptember was one of our biggest months yet. We launched our MCP Server, announced a strategic partnership with FMG, rolled out a wave of product updates, and spent much of the month on the road with advisors at seven conferences. Here’s everything you may have missed. Company News GReminders Launches MCP Server GReminders now brings […]
As a financial advisor, you handle hundreds—if not thousands—of sensitive client documents every year. From investment statements and insurance policies to estate plans and tax returns, a clear, consistent naming system is essential for efficiency, team collaboration, compliance (SEC/FINRA record-keeping), and quick retrieval during client meetings or audits. In this article, we share refined, industry-aligned […]
In an increasingly interconnected global economy, business happens in every language. Financial advisors, legal professionals, and consulting teams frequently hold client meetings, sales calls, and internal strategy sessions in languages other than English – or often, in a blend of several. Capturing accurate meeting notes, tracking action items, and logging transcripts into your CRM can […]
Birthdays and client anniversaries are simple opportunities to strengthen relationships – but remembering every important date and finding the time to reach out can be a challenge. With GReminders Bulk Send, you can easily send personalized birthday, anniversary, holiday, and other milestone messages to clients at scale. And now, with AI-generated eCards and newsletters, creating […]
Never Ask “Wait, Who Said That?” Again. Knowing who is speaking on a Zoom or Microsoft Teams call is “easy”, usually everyone joins from their own device with a neat name tag attached them and the transcript or audio stream is neatly tied to that. In-person meetings or Phone Calls are a completely different story. […]
August 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 […]
