GReminders

🎉 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:

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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