๐ฃ We're exciting to announce our latest feature - Meeting Scorecards! ๐ฃ
Wealth management firms are sitting on a goldmine of conversation data. Most of it disappears the moment a meeting ends.
Meeting Scorecards change that.
LEARN MORE: https://t.co/SKrjeA3MbE
๐ฃ ATTN GREMINDERS CUSTOMERS! ๐ฃ
We are now offering our Office Hours Support Session on TUESDAY'S!
Join our weekly live support session designed to help you get the most out of GReminders.
REGISTER HERE: https://t.co/noKIt9joXh
Weโre excited to share the results of GRemindersโ latest engagement survey, showing how advisors are using AI-powered automation to transform client relationships and streamline operations!
Read the full release here: https://t.co/kuHjU7tQLa
๐ Join Us for an Exclusive GReminders Best Practices Webinar Series ๐ง
Are you ready to level up your scheduling, reminders, workflows, and AI-powered meeting management?
๐ Secure your spot now: https://t.co/5CsGbxyQnP
#Webinar#FinancialAdvisors#Fintech
๐ Weโre excited to share that GReminders has expanded its integration with Redtail Technology CRM, bringing its AI-powered meeting assistant directly into the platform and giving advisors a seamless, end-to-end meeting experience.
READ MORE HERE: https://t.co/qd3pgp37lO
Now with One-Click Client Presentations! Make hours of meeting prep shrink into minutes!
โ๏ธ Pre-Meeting Briefs sent directly to your inbox
โจ Generate stunning Client Presentations with one click
โ Works with YOUR CRM & systems!
TRY IT TODAY: https://t.co/I5BstKVsQb
We are excited to share that GReminders has been included in @WealthManagement.comโs Midyear Outlook! Our CEO Arnulf Hsu shares his insights on how Advisors can leverage AI to make their CRM work for them instead of being bogged down with data entry.
https://t.co/lB6LcmsbAv
GReminders will be attending Redtail University next week in Newark, NJ! Connect with GReminders expert Ali Razak to learn more about our AI powered end-to-end meeting management solution that syncs directly with #Redtail!
#RTU#AlignU#RedtailTechnology#GReminders#FinTech#AI
ONE WEEK AWAY!
Your CRM isn't just a database โ it's the backbone of your client experience. But most advisors are only scratching the surface of what their CRM + Advisor Tech tools can actually do. Register now! https://t.co/KhIwhkxPNs
#FollowUpFriday!
Using our AI Notetaker? On the AI Notetaker page, you can see which of your Meeting follow up activities still need your attention, which have been sent, and which activities have automatically been written back!
Learn more: https://t.co/y9nBCJLM9b
๐Exciting News!๐โจโจ
Osaic Financial Professionals can now use GReminders for AI Notetaking and SMS Reminders!
At GReminders, weโre saving Financial Professionals 600+ hours per year automating their meeting management lifecycle. Visit https://t.co/S7Yqx7sr3s!
GReminders will be speaking at RTU Charlotte next week! Learn more about our AI powered end-to-end meeting management solution that syncs directly with #Redtail!
Join #GReminders and Redtail Technology to discover how workflows, reports, and automated reminders can enhance your client experience and boost efficiency.
REGISTER HERE: https://t.co/dGilXKS4l6
๐ Don't forget to register for our Webinar TOMORROW with Advisor Tech Partners! Automate your Wealthbox and Redtail Technology reporting with ease! ๐
REGISTER HERE: https://t.co/5P2XJ0uzhB
Some of the latest #GReminders coverage - Bob Veres recently discussed how GReminders combines calendar functionality with AI Notetaking and automated messaging, providing clients with an end-to-end meeting management solution.
Read more here!:
https://t.co/SOuCGOGmub
๐ The latest FinTech Impact Podcast is out now, featuring hashtag#GReminders Founder & CEO, Arnulf Hsu! ๐
Listen here: https://t.co/MgfXRtotQR