GReminders

06/15/2026

📣 We're exciting to announce our latest feature - Meeting Scorecards! 📣

Wealth management firms are sitting on a goldmine of conversation data. Most of it disappears the moment a meeting ends.

Meeting Scorecards change that. Every client conversation is automatically audited against your firm's priorities:

✅ Accelerate advisor coaching with structured, timestamped feedback
✅ Track whether revenue initiatives like tax planning or insurance reviews are actually being presented
✅ Qualify prospects objectively — screening for assets, fit, and first-year revenue potential

No more relying on shadowing or subjective feedback. Just structured, consistent data from every client conversation.

LEARN MORE: https://www.greminders.com/articles/meeting-analytics-scorecards/?utm_source=socialmedia&utm_medium=post&utm_campaign=scorecards

05/13/2026

The difference between a mediocre AI output and a brilliant one often comes down to a single thing: how you prompt! Check out this video by our Director of Product Implementation, Xeaira Burkett, on how to create a Framework for your prompting to maximize outputs.

Ready to get started with GReminders AI? Check us out here: https://www.greminders.com/solutions/financial-advisors?utm_source=linkedin&utm_medium=linkedinpost&utm_campaign=linkedinmarketing

05/11/2026

📣 ATTN GREMINDERS CUSTOMERS! 📣

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.

Bring your scenarios, challenges, or “how do I…?” questions and we’ll walk you through solutions, best practices, and tips. You’ll also have the chance to hear from other GReminders users and learn from their experiences.

REGISTER HERE: https://events.zoom.us/ev/AkxBjum1Gzt_2Zro_qPy-uxoCxJjpg-zF2YXqXikolXXyqIhVa78~Ao6bx3t8j5zC3w7L7Yk6206hCZILTosplDSIKXluKvPmfT_P61ik55u5CA

03/17/2026

We’re excited to share the results of GReminders’ latest engagement survey, showing how advisors are using AI-powered automation to transform client relationships and streamline operations!

Top takeaways:

💥 3 in 4 Advisors say GReminders has been transformational to their firm
✅ 70% of advisors reported measurable productivity gains within just three months of adoption
⏰ Over 88% said AI & Automation saved them time, allowing focus on higher-value activities
📈 65% increased client capacity without adding staff or operational overhead

These results show that AI isn’t just saving time - it’s helping advisors operate more efficiently, deepen client relationships, and grow their practices.

Read the full release here:

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today released the results of its latest engagement surve...

02/26/2026

🚀 Join Us for an Exclusive GReminders Best Practices Webinar Series 🧠

Are you ready to level up your scheduling, reminders, workflows, and AI-powered meeting management?

Our Director of Product Implementation, Xeaira Burkett, is hosting a four part deep-dive webinar series designed specifically for financial advisors using GReminders - and you won’t want to miss it!

📌 What you’ll learn:
✨ Best practices for scheduling, reducing no-shows, and working smarter
✨ A deep dive into automations such as Bulk Sends and Variables
✨ Ways to harness AI-powered features to save time and improve client service
✨ Actionable strategies for operational efficiency that you can implement immediately

Whether you’re a solo advisor or part of a growing team, this webinar will give you practical insights that strengthen your business processes and help you reclaim valuable time.

👉 Secure your spot now: https://events.zoom.us/ev/Ao31VIDThKoYJMii72pv-6H5JmAkIlez7CUtV85Bwg5xg8DgWeTC~AnEfo5yAaZl6j5kS0_xxG2E_4gwIi-SRihMIQ2n69fd95eZfIlCx-c37hA

02/24/2026

🎉 We’re 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.

What this means for Advisors:

✅ Allow clients to book meetings seamlessly
✅ Capture AI-generated meeting notes automatically inside Redtail
✅ Walk into meetings with AI-prepared pre-meeting briefs
✅ Reduce admin work and follow-ups while keeping existing advisor processes intact
✅ Access all meeting activity in a single, dedicated GReminders tab

By embedding AI natively into the tools advisors already rely on, GReminders helps firms work smarter, reduce administrative burden and advising clients better.

READ THE FULL RELEASE HERE:

This link will take you to a page that’s not on LinkedIn

12/31/2025

As 2025 comes to a close, we wanted to take a moment to reflect on the tremendous year we've had here at GReminders. This year, we doubled down on what matters most to financial advisors: saving time, reducing friction, and advising better.

From major AI launches to expanded Broker-Dealer approvals and deeper integrations, 2025 was a year of real momentum and measurable progress.

✨ Highlights:
• Over 87 new product releases like Ask Anything / Do Anything, AI Document Access, and One-Client Client Presentations
• Enhanced product experiences, including mobile access and streamlined navigation
• 23 industry conferences, 25+ webinars, and countless conversations with advisors shaping what’s next
• Continued investment in implementation, onboarding, and advisor success

We’re incredibly grateful to our customers, partners, and team who made this possible. Here's to 2026 - We’re just getting started.

👉 Read the full recap: https://www.greminders.com/articles/greminders-in-2025-a-year-of-momentum-innovation-and-ai-powered-progress/

11/28/2025

Feeling buried under endless processes? Your tech stack should save you time, not steal it. Join XYPN and Chris Gonzales from GReminders to learn how to transform the entire meeting process with AI & Automations.

You’ll discover how to:
✅ Cut manual work with AI & Automations
✅ Use AI to Draft E-mails, Generate Client Presentations, Summarize meetings, and organize client information
✅ Build repeatable workflows so your processes don't live in your head or on spreadsheets.
✅ Enhance your client experience and save hours each week

Join us Dec 2 @ 10 AM PST / 1 PM EST for Work Less, Serve More: AI-Driven Efficiency for Financial Advisors!

Learn real-world strategies from XYPN advisors to automate, streamline, and reclaim your week.

Can't make it? Register anyways and you'll get a copy of the replay!

REGISTER HERE: https://www.xyplanningnetwork.com/events/work-less-serve-more-ai-driven-efficiency-for-financial-advisors-with-greminders?utm_campaign=XYPN%20Partnerships%20%7C%20Solutions%20Spotlight&utm_source=Solutions%20Spotlight&utm_medium=GReminders

11/20/2025

Now with One-Click Client Presentations! Make hours of meeting prep shrink into minutes!

✉️ Pre-Meeting Briefs sent directly to your inbox
✨ Generate stunning Client Presentations with one click
✅ Zero Change Management, Works with YOUR CRM & systems!

Meet Smarter. Advise Better.

TRY IT TODAY: https://lnkd.in/egvph6Nj

Now with One-Click Client Presentations! Make hours of meeting prep shrink into minutes!✉️ Pre-Meeting Briefs sent directly to your inbox✨ Generate stunning ...

09/19/2025

We know busy season is starting to ramp up for Financial Advisors. It can be hard to be a proactive Advisor when you've got reviews to prep for, accounts to open, and wait - did you send the Smiths a gift congratulating them on their new baby?

At GReminders, we make client engagement easy. Hear from our Director of Product Implementation, Xeaira Burkett, on how GReminders can help you be a more proactive advisor - without adding to your workload.