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 these milestones and reflecting on a year of incredible growth and success!
2024 is also the Year of AI! The introduction of meaningful Generative AI has revolutionized our industry, dominating the headlines—and rightfully so. It may be THE MOST transformational time in our lifetime, and the lifetime of all those that came before us. Because AI uses human language, its “interface” is just like you and me. It’s not here to replace you; it’s here to make you superhuman!
AI Notetaker
GReminders unveiled its latest innovation: the AI Notetaking tool. This cutting-edge feature leverages artificial intelligence to revolutionize the way you manage and document your meetings. With AI Notetaker, you can effortlessly generate detailed summaries, capture critical action items, and receive intelligent workflow recommendations – all without lifting a finger.
- AI Notetaking Summary Templates: Design Call Summary Templates to ensure we’re capturing the correct information in your meetings
- Automatic Call Summaries: Effortlessly generate concise summaries of your calls.
- Task and Action Item Extraction: Automatically identify and list tasks and action items discussed during the call.
- Workflow Recommendations: Receive intelligent suggestions for workflows to be triggered based on call content.
- Seamless CRM Integration: Push call details into your CRM or system of record with a single click.
- VoIP Integration: Works seamlessly with VoIP systems like Zoom Phone, RingCentral, and GoTo Connect.
- Pre-Meeting Briefs: Receive pre-meeting brief emails based on contact data to help you arrive more prepared.
- Web Video Conferencing Integration: Integrates with the most popular web video conferencing platforms to enhance your virtual meetings.
- In-Person Meeting Support: Can also sit in on your in-person meetings to document and summarize discussions.
If you haven’t tried it yet, we HIGHLY recommend you give it a go.
Industry Splashes
Conferences
We attended 12 major financial services and technology conferences, where we presented our latest features, shared success stories, and engaged in panel discussions. These events provided us with valuable opportunities to network, learn about emerging trends, and gather feedback from our peers and potential clients.
Osaic’s ConnectED, Cambridge’s Ignite, USA Financial’s Chain-of-Secrets, and Redtail University’s AlignU & RTU events were some of the top conferences attended this year. Our presence at these events has allowed us to connect with industry leaders, share our insights, and showcase our innovative solutions.
Webinars
We hosted a series of webinars focused on various topics, including best practices for meeting management, the benefits of AI integration in financial services, and optimizing CRM systems. These sessions were designed to educate our users and the wider community, offering practical insights and actionable strategies.
- GReminders Best Practices for Financial Advisors Part 1, Part 2, Part 3
- Incorporating GReminders Into Your Operational Hub
- Mastering the Prospect Journey
- Client Onboarding Efficiency
- Automate Your Annual Reviews in Wealthbox
- Finding Fintech Podcast: Understanding GReminders
GReminders’ Approval by Osaic
One of our notable milestones was receiving approval from Osaic, a leading provider of wealth management solutions. This approval underscores our unwavering commitment to compliance and security, ensuring financial professionals can utilize our platform confidently for their scheduling and process automation needs.
Being recognized and approved by Osaic means GReminders meets their stringent standards, making it a trusted tool for over 15,000 financial advisors. This endorsement validates our efforts and reinforces our position as a reliable partner for financial advisors.
Publication Features
This year, GReminders has garnered significant attention from notable publications and media outlets, solidifying our reputation as a leader in the meeting management space. These features reflect the industry’s recognition of our commitment to innovation, efficiency, and user satisfaction, marking 2024 as a landmark year for GReminders.
Here are some of the highlights:
- US News named GReminders among Best Text Messaging Services
- FinancialPlanning: GReminders on streamlining and shrinking the tech stack
- SOARPayments PayPod: Time-Saving Tech and the Automation Revolution
- Wealth Solutions Report: Lesser-Known Wealthtech Features That Advisors Can Leverage
- Osaic’s Tech Podcast: Online Scheduler: GReminder and Your Office
- FA Mag: B-D Osaic Adds Scheduling Platform For Advisors
Partnerships and Integrations
GReminders introduced a groundbreaking integration with PreciseFP, a suite of data-gathering and client-engagement tools designed for financial advisors. This integration allows for seamless scheduling and enhanced client interactions
Our VoIP integrations with Zoom Phone, RingCentral, Intulse, and GoTo Connect take your AI notetaking experience to the next level by enabling Notetaker to join and assist during your phone appointments seamlessly.
Our integration with ActiveCampaign allows you to streamline your appointment scheduling and communication processes like never before. By syncing GReminders with ActiveCampaign, you can effortlessly automate reminders and follow-ups, significantly reducing no-shows and enhancing client engagement.
BIG Releases
We’ve rolled out numerous platform enhancements designed to elevate your scheduling and meeting management experience. From expanding our integration capabilities with industry-leading tools to introducing innovative features that streamline workflows and improve user engagement, our focus has always been on delivering value and efficiency to our users.
- GR Sidebar: A browser extension crafted to enhance your scheduling efficiency.
- Create Opportunity Automation: For Redtail and Wealthbox users, you can now automatically create Opportunities after a Client books a meeting with you.
- Bulk Send Gets a Makeover: Leverage CRM contact criteria to proactively request appointments and send notifications to specified lists (Redtail, Wealthbox, & Salesforce)
- AI-Powered Pre-Meeting Briefs: Receive pre-meeting brief emails based on contact data to ensure you’re well-prepared for your upcoming meetings.
- AI-Notetaker: Utilize our in-meeting AI assistant to ensure all your meeting points are captured and relayed into your CRM within minutes post-meeting
As we conclude an extraordinary year, we at GReminders extend our heartfelt gratitude to all our users for their unwavering support and trust. Your feedback and engagement have been the driving forces behind our significant achievements in 2024. From expanding our integration capabilities and enhancing our platform with innovative features like the AI Notetaker, to receiving prestigious industry recognitions and forming valuable partnerships, it’s been a remarkable journey.
Your continuous support has enabled us to evolve and adapt, making GReminders an indispensable tool for financial advisors and businesses alike. We’re excited to carry this momentum into the new year, bringing even more enhancements and solutions to help you succeed.
THANK YOU for being a part of our journey. Here’s to another year of growth, innovation, and mutual success!
Happy Holidays and Happy New Year!
The GReminders Team