Proactivity is key to client satisfaction, and it’s lagging, survey says
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Ask Anything
ChatGPT and many other GenAI tools have become an indispensable tool to many knowledge workers. AI (specifically Generative AI) is...
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Advisor Tech Talk (Week of 1/29/25)
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Wealthtech Roundup: GReminders
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The Oasis Group’s Vantage Point on AI Wealth Technology
Continue ReadingAsk Anything
ChatGPT and many other GenAI tools have become an indispensable tool to many knowledge workers. AI (specifically Generative AI) is the most transformative thing since the Internet, and when we look back probably more transformative. GReminders has rolled out 2 new “Ask Anything” features. You can think of this as “ChatGPT on your Data”. Ask […]
Data Classification Explained for Redtail CRM
Data Classification in any CRM is HIGHLY underrated! Here we will discuss the nuances of data classification in Redtail CRM specifically around Activity Types, Activity Categories, Contact UDFs, and Tag Groups. Three Reasons to Classify Data This best practice guide delves into effective classification strategies that help YOU get more out of your systems you […]
GReminders: The Year of AI
Looking back on 2024, GReminders has had an extraordinary year filled with remarkable achievements and innovations. From a fresh new look and expanded CRM integrations to earning prestigious industry recognition, introducing cutting-edge capabilities, and growing our talented team, we’ve made significant strides in enhancing our platform and serving our valued users. Join us in celebrating […]
Event Types that Redirect to Another Page
Event Types are normally used for various types meetings that allow you to book One on One or for Teams. Typically you are sharing your Booking link in your Email Signature or through other channels such as on your website, social, etc… If, on this booking page, you want to offer links to other forms […]