Managed Client Decks are Designed for Consistency, Not AI Guesswork Standard AI Presentations can vary slide by slide based on the Pre Meeting Brief Content. Managed Client Presentations are different. They are built specifically for repeatable, structured meetings (typically 5 to 15 slides) – such as: Instead of AI guessing what to build, you get […]
GReminders integrates with Microsoft Copilot, bringing the same powerful scheduling, calendar, CRM, and practice intelligence directly into the Microsoft 365 ecosystem. Whether you’re working in Outlook, Teams, or other Microsoft applications, Copilot can leverage GReminders to help you schedule meetings, answer questions about your practice, and access the information you need without leaving your workflow. […]
AI is most valuable when it understands the context of your business. By connecting GReminders to Claude, financial advisors can go beyond general-purpose AI and interact directly with their calendars, CRM, and client data using natural language. Schedule meetings, check availability, look up clients and households, answer questions about your practice, and access information across […]
A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation. This includes things like remembering back to the last conversation, collecting notes and making themselves refamiliar with the client or prospect. What does their portfolio performance look like? Or how have recent market events affected their thinking. Did […]
GReminders Scheduling automatically determines when you are available for meetings. It looks at your working hours, existing calendar events or blocks, and any pre- or post-meeting buffers to calculate the time slots that clients can book. However, there are times when you may want to accommodate a special request—for example, fitting in an important client […]
Automated call summaries have become standard, but a single-meeting summary is just a localized system of record. It helps double-check what a specific client said last Tuesday, but it fails to scale. You don’t have time to log into a dashboard and read fifty individual summaries a week. You cannot spot macro market trends, systematic […]
How many hours a week do you spend manually typing data from client intake forms, PDFs, or meeting notes directly into your CRM? When a new prospect books an initial consultation, you usually only collect the basics – a name and an email address. But by the time your first meeting starts, you’ve likely gathered […]
SCIM is an open standard protocol designed to automate the exchange of user identity information between cloud applications and identity providers. In plain English? Instead of your IT admin manually adding a new user to GReminders, assigning their calendar roles, and deleting their account when they leave, your identity provider handles it all automatically. Use […]
Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, go to Setup > Users and click Invite New Users. Enter the email addresses of the users you want to invite. If you prefer you can also import users via CSV Import for […]
GReminders connects with Investipal so your AI Notetaker Meeting Summaries can be used automatically to build client proposals and prep for upcoming meetings. Connecting the Integration Using the Integration That’s it! You’re now ready to begin building custom client proposals using GReminders and Investipal.
