AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

GReminders

AI Powered End-to-End Meeting Management Platform for Financial Advisors

Overview

GReminders is the ONLY AI-powered end-to-end meeting management platform BUILT for Financial and Professional Services.

1 of 7

  • Give meetings your full attention with AI Notetaker. The AI Notetaker will generate Pre-Meeting Briefs, Summaries and Action Items of meetings that will be emailed to you. It can also launch Workflows and Opportunities, and even surface Life Events.

  • Eliminate No-Shows by sending SMS text, email or phone call reminders to Salesforce contacts and leads. Reminders are written back to Salesforce as completed tasks. GReminders works 100% in the background. Once set up, reminders are sent automatically.

  • Put your Review scheduling on Autopilot - GReminders will automate your reviews and follow-ups, and even automatically launch workflows for new clients after they book with you. Send automated messages for life events like birthdays & anniversaries!

GReminders is the ONLY AI-powered end-to-end meeting management platform BUILT for Financial and Professional Services. Our online scheduling and integrations are built exclusively for Salesforce. Eliminate No-Shows - Send reminders via SMS / Email / phone, or Follow-ups. Works with Salesforce, Salesforce FSC, Quivr, Practifi, XLR8, SS&C’s Elements, etc. Our powerful AI Assistant can be utilized as a Notetaker, or to send follow-up emails and generate pre-meeting briefs. Utilize Ask Anything or Do Anything within Salesforce, saving time searching for client information or creating tasks. GReminders works HOW YOU WORK, using your EXISTING systems, and focuses on simplicity and service! Give it a Try today for Free! GReminders serves independent RIAs and some of the largest broker-dealers in the industry such as Osaic, Cambridge, Kestra, etc.

Categories

Business Needs
Productivity
Industries
Financial Services
Healthcare & Life Sciences
Professional Services
Personas
Administrator
Business Operations Manager
Business User
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready