Tag : GReminders

GReminders Announces New Integrations with Leading CRM Solutions to Streamline Workflows for Advisors
Artificial Intelligence Finance Fintech News

GReminders Announces New Integrations with Leading CRM Solutions to Streamline Workflows for Advisors

Business Wire
by Business Wire0
Latest integrations put AI-enabled meetings and compliance-friendly productivity tools at the fingertips of more advisors across the wealth management industry GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announced a series of new integrations with top customer relationship management (CRM) providers serving the financial advisor industry.......
GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity
Artificial Intelligence Fintech Machine Learning News

GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity

Business Wire
by Business Wire0
New feature arms advisors with a simplified AI assistant powered by plain English and integrated with their existing workflows GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its “Ask Anything” assistant. This next-generation natural language interface allows advisors to seamlessly interact with......
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