AI & Finance™ | News for the Week Ending 2/27/26
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GReminders Integrates with Orion’s Redtail CRM
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GReminders Brings Native AI Meeting Experience to Redtail CRM
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Relevant AI Workflow Recommendations
Workflows are key to a scalable and repeatable practice. Workflows basically say when X happens do A + B +...
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Send SMS Messages via Simplii
Simplii is a popular VoIP and Text Messaging Platform. You can now send Text/SMS Reminders and Bulk Sends via your...
Continue ReadingRelevant AI Workflow Recommendations
Workflows are key to a scalable and repeatable practice. Workflows basically say when X happens do A + B + C. When you are doing calls or having discussions with clients many topics are mentioned and life events are discussed. AI can recommend RELEVANT Workflows post Meeting via the AI Notetaker. Here you can see […]
Send SMS Messages via Simplii
Simplii is a popular VoIP and Text Messaging Platform. You can now send Text/SMS Reminders and Bulk Sends via your Simplii SMS Phone Number. Setting It Up First go to your Simplii Chrome Extension and create a Webhook. Click your Profile Picture and then Automation Next select Webhooks and click the PLUS sign to create […]
Salesforce Integration Overview
Overview GReminders provides a direct, native integration with Salesforce, a leading customer relationship management platform widely used across industries, including financial services. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping users save time, reduce no-shows, and enhance client relationships. As a new hire at GReminders, mastering the Salesforce integration settings is […]
Wealthbox Integration Overview
Overview GReminders provides a direct, native integration with Wealthbox CRM, a modern, user-friendly customer relationship management platform designed for financial advisors. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping advisors save time, reduce no-shows, and enhance client relationships. As a new hire at GReminders, mastering the Wealthbox integration settings is essential […]
Redtail CRM Integration Overview
Overview GReminders offers a direct, native integration with Redtail CRM, a leading customer relationship management platform tailored for financial advisors. This integration streamlines scheduling, reminder automation, and data syncing, allowing advisors to save time, reduce no-shows, and enhance client engagement. As a new hire at GReminders, understanding the integration settings is critical to assisting users […]
GReminders Automations vs. Redtail Automations: Avoiding Duplicate Workflows
GReminders integrates seamlessly with Redtail CRM, allowing it to automatically launch workflows in Redtail when a new meeting is scheduled through GReminders (e.g., via online booking or calendar events). However, if you also have Redtail Automations set up to trigger the same (or similar) workflows based on newly created events/activities in Redtail, this can lead […]
AI That Prepares You for Every Meeting
Welcome to GReminders. Meet smarter and grow faster with our AI-powered pre-meeting preparation. Are you ready?You will be. With AI-generated pre-meeting briefs, you decide what information you want included and how you’d like it organized. Our system gathers the data you need automatically. We’ll pull information from your CRM, including Wealthbox, Salesforce, Redtail, and more. […]