GReminders has launched new integrations with leading CRMs for financial advisors to streamline meeting workflows: bookings, AI-powered pre-meeting briefs from CRM notes, and automatic logging of post-meeting summaries and tasks back into the CRM

April 21, 2025 // by Finnovate

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« Swift’s new Case Management solution centralizes information and standardizes investigations using ISO 20022 and UETR for transparency across networks; cut costs by $600 million annually and increasing case resolution to 80%

Charles Schwab announces strategic investment in Wealth.com, aiming to broaden access to modern estate planning services offered by financial advisors to individuals and families of all wealth levels »