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.
Salesforce is a robust and full-featured CRM for sales teams. GReminders is the setup and forget SMS reminder app that integrates with Google and Outlook Calendars. Together, these applications will help you meet with more prospects and clients by reducing your no-shows and automating your scheduling. In this article, we’ll discuss how you integrate GReminders […]
The financial advisory landscape is shifting away from subjective intuition and toward data-driven execution. Every day, advisors hold critical conversations that directly impact firm revenue and client retention. Yet, once a meeting ends, the valuable insights within those hours of dialogue often vanish. Introducing Meeting Scorecards – turning unmonitored text transcripts into objective, actionable data. […]
Managing a busy advisory practice requires seamless coordination. To eliminate the friction of switching between tabs, GReminders now inside Wealthbox using the GReminders Sidebar Chrome and Edge Extension. Wealthbox users can now access advanced scheduling tools and AI-driven meeting preparation directly in their browser alongside their CRM data. Watch this Overview Video: Here is a […]
This article will contain various troubleshooting tips if you are having any issues with Notetaker joining or taking notes. For In Person Recordings we recommend download the GReminders Mobile App General If you are using waiting rooms make sure the host allows the Notetaker into the meeting. Microphone Settings If you are using waiting rooms […]
GReminders lets you leverage your contacts in your CRM to automate a variety of email and SMS notifications to clients around critical life events. One of the most powerful ways financial advisors use this feature is to proactively target clients approaching key age milestones. By setting up dynamic date criteria, you can automatically run bulk […]
Want GReminders to integrate with RightCapital. We need you to formally request this with RightCapital. Please send an email to [email protected] Requesting integration with GReminders for purposes of Pre Meeting Brief, Client Presentations, and access to YOUR data for general AI Agent purposes. Thank you for your particiption
Unlocking Deeper Client Insightswith eMoney Preparing for client review meetings often means logging into multiple systems, cross-referencing cash flows, manually verifying balance sheets, and piecing together estate plans. With the latest integration between GReminders and eMoney, that manual prep work disappears. By connecting eMoney’s deep financial planning engine directly to GReminders’ AI workspace, wealth managers […]
Holistiplan is a tax and estate planning software platform designed specifically for financial advisors to streamline the review of client tax returns. With this integration GReminders can use Ask Anything or Pre Meeting Briefs to pull data from Holistiplan to improve the outputs. How to Enable Holistiplan Integration (Right now the setup is a bit […]
