Manage your calendar more efficiently
and stay up-to-date with all important datelines
Tracking activities on multiple platforms has always been a bane for many Financial Consultants. By integrating your Google Calendar onto GM Connect, this enables you to efficiently manage and view your events, tasks and reminders, all on one platform.
1) Schedule a Meeting with your client and have it automatically synced on your Google Calendar.
2) Set a Reminder – 1 hour, 1 day or 7 days before the meeting.
A Google Email reminder and a GM Connect notification will be sent to you.
3) View all your activities on GM Connect’s Calendar Widget on the dashboard.
– You can also quickly add or edit each of the event.
Organise Your documents
While corresponding with your clients, there can be frequent exchanges of Documents such as Product Summary, Benefit illustrations and financial documents.
Integrating your Google Drive with GM Connect allows you to automatically create a folder (specifically for each client) and upload documents easily.
This helps you to manage all your client-related files and documents much more efficiently.