Personal reminders can be set up to send reminders or notifications to you or specific people on your team when criteria are met. In this example, when the words “wills” and “trusts” are detected in the event description, an email is sent to an estate planning attorney, letting her know about the meeting and inviting […]
Users may be allowed by the administrator to set up their own client reminders. If you see the managed badge, the reminder template was set up by your administrator and is ready to use. Or, you may have set up a reminder template when you started your trial. Before setting up any additional templates, let’s […]
You can connect calendars to GRemindersunder Manage Calendars. Indicate which calendars you wish to: Indicate if the calendar is the primary.It will be used to schedule team events on.
Nitrogen (formerly Riskalyze) is a powerful platform that allows you to assess Portfolio risk for new and existing clients. A common use case is for prospects to book a New Intro Meeting via GReminders, and then you want to send a Nitrogen Risk Questionnaire to that Prospect so you are informed about their Portfolio prior […]
GReminders AI Notetaker can automatically join your Virtual Meetings when using Zoom, Microsoft Teams, Google Meet, GoToMeeting and Webex. If you use VOIP systems such as Intulse, Ring Central, Zoom Phone, etc., our AI Notetaker can transcribe your phone calls as well. What if Your Meetings are In-Person? GReminders AI Notetaker can also be used […]
Compliance and Governance in the Financial Advisor or Wealth Management Space at its core is about Transparency, Integrity and Putting Client Interests first. While regulatory compliance can be daunting, almost ALL of it aligns with common sense practices that protect both the advisor and their clients. In short they can be summarized with: Put your […]
If you use Ring Central as your phone system, you can now get all the benefits of AI Notetaker with Ring Central Calls. Benefits include: Automatic Summaries of the Call Extracting Tasks/Action Items from the Call One click push into your CRM or System of Record Read More about the Benefits of AI Notetaker here. […]
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 […]
Listen to our CEO discuss Fintech, Productivity and the Future of AI and Automations on the PayPod Payments & Fintech Show Podcast: Enjoy!
In today’s interconnected world, financial professionals are increasingly challenged with managing complex systems that must function seamlessly together. Choosing between interoperative solutions and point solutions is more critical than ever. While point solutions offer targeted fixes for specific issues, interoperative solutions like GReminders excel by integrating effortlessly with other systems, ensuring efficient communication and data […]
