A 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. Every now and then, advisors have a meeting that really matters. It’s not just a review or a portfolio check. It’s a conversation where a client is going […]
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 […]
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. 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 Record (CRM Contacts) […]
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 […]
When notetaker is taking all your notes across your phone, virtual meetings, in person, etc… a lot of content comes together. Many calls may not rise to the level of action, some do and some don’t. So how do we get the signal from the noise? Introducing Focused View on Notetaker. Please note: this feature […]
With GReminders you can bring your own Email service. If you use Google or Microsoft see this article. If you have Redtail Email or another non Google/Microsoft provider you can use your SMTP Mail Server to send mail (outgoing). To set this up go to My Profile > My Integrations > Select SMTP If you […]
Ensuring your website complies with US mobile carrier requirements (called 10DLC and A2P) is critical for a successful SMS messaging. 10DLC is a registered 10-digit phone number that lets businesses send compliant, carrier-approved text messages from a local number. Please note this ONLY applies to Customers in the United States. If you are in Canada, […]
GReminders has a Native Mobile Application for both iOS and Android. The primary purposes of these applications are: Download these using the links below based on your Platform For iOS (iPhone or iPad) For Android Please note: To Use GReminders Mobile Apps you need an AI Notetaker License.\ Android Recording Troubleshooting If Recording is being […]
