Leverage your CRM such as Redtail, Wealthbox, Salesforce, Hubspot, Pipedrive, etc… with GReminders AI Notetaker. Efficiency and seamless integration are the cornerstones of effective client relationship management. GReminders’ AI Notetaker is revolutionizing how professionals handle meeting summaries and task management by effortlessly pushing this crucial information into your CRM. This powerful feature ensures that all […]
In today’s business environment, efficient and accurate note-taking is crucial for maintaining productivity and ensuring no detail is overlooked. GReminders has recently unveiled its AI Notetaker Templates, a game-changer for professionals who rely on detailed meeting summaries. These customizable templates allow users to tailor their notetaking to different types of meetings, ensuring that all pertinent […]
This article will contain various troubleshooting tips if you are having any issues with Notetaker joining or taking notes. General If you are using waiting rooms make sure the host allows the Notetaker into the meeting. Zoom Notetaker uses Zoom’s recording feature to record the calls. This means the host needs to consent to the […]
In certain cases, where Microsoft accounts are more locked down, you may have issues connecting directly with your Microsoft Teams Account. Normally, if you are already connected to your Microsoft Account via the Outlook Calendar Connection you should have access to use Microsoft Teams in your Location for Event Types. Please Note: Microsoft Teams is […]
Managing meetings efficiently is crucial for maintaining productivity and effective client communication in today’s fast-paced world. GReminders’ AI Notetaker is an artificially intelligent virtual meeting assistant designed to simplify this process by seamlessly joining your virtual or in-person meetings on platforms such as Zoom, Google Meet, Microsoft Teams, Skype, GoTo Meeting, and Webex; generating comprehensive […]
Background For financial advisors, maintaining robust client relationships and ensuring financial plans stay on track are essential goals. Annual reviews are a key component in achieving these objectives. However, the process of scheduling these reviews can be both time-consuming and tedious. This is where GReminders, when integrated with Salesforce, comes into play, automating and simplifying […]
Strategic Partnership Aims to Streamline Operations and Boost Efficiency for over 10,000 Financial Professionals Los Angeles, CA – June 10, 2024 — GReminders, a leading provider of online scheduling and process automation technology, has announced a strategic partnership with Osaic, one of the nation’s largest providers of wealth management solutions. This collaboration aims to bring […]
As a financial advisor, establishing a trusting and communicative relationship with your clients is paramount. Trust forms the foundation of any successful advisory relationship, enabling clients to feel secure and confident in sharing their financial goals and concerns. Effective communication ensures that clients are well-informed, engaged, and reassured that their advisor is attentive to their […]
We have all been guilty of forgetting to do the things we need to remember to do. With more competition for our attention than ever before, simple tasks like waking up on time, paying bills and taking medication can easily fall by the wayside. In 2024 there are endless “solutions” to this problem. But few […]
When you use GReminders to schedule your meetings, you can require approval prior to the initial bookings. This is a great way to filter the events that are being booked on your calendar and only approve what is necessary. You can learn more about Requiring Approval prior to the initial bookings by Clicking Here. But […]
