GReminders + FMG Announce Strategic Partnership

We are excited about the launch of FMG Connect, FMG Suite’s new integration and orchestration layer.

FMG is the leading marketing and growth platform for financial advisors, insurance professionals, and enterprises – trusted by more than 80,000 financial professionals – empowering them to scale compliant, client-centered marketing that drives organic growth.

As an official launch partner for FMG Connect, GReminders is deepening how our scheduling and automated workflow engine integrates with FMG’s website forms, client data, and communication ecosystems.

GReminders and FMG Suite collaborated with enterprise leaders at Cetera Financial Group and Cambridge Investment Research on what financial advisors need. Together, we mapped out the core meeting use cases advisors face every day – combining GReminders’ scheduling engine, FMG’s website forms, and MyRepChat’s compliant messaging into an end-to-end, enterprise-ready meeting framework.

Here is how GReminders and FMG Connect eliminate the friction across every phase of your meeting lifecycle.

Instant Prospect Booking from FMG Websites

When a prospect lands on your FMG website and decides they want to talk, speed-to-lead is everything.

1. Direct Web-to-Calendar Booking: Instead of submitting a static “Contact Us” form and waiting for an email reply, prospects book directly through GReminders routing forms embedded on your FMG site.
2. Automated Qualification & Routing: GReminders collects key prospect intake details and dynamically routes the prospect to the right advisor’s calendar based on availability, territory, or advisor specialty.
3. Instant Confirmation & CRM Sync: The meeting instantly lands on the advisor’s Outlook, Google, Redtail, Wealthbox or Salesforce Calendar, while prospect data flows cleanly into your CRM without manual data entry.

Eliminating No-Shows with Multi-Channel Reminders

Booking the meeting is only half the battle; getting them to show up ready to talk is the other.

• Compliant SMS Reminders via MyRepChat: By combining GReminders’ automated scheduling engine with MyRepChat, reminders are sent via compliant SMS text messages.
• Pre-Meeting Prep: Send custom email and SMS sequences prior to discovery calls to share agendas, intake questionnaires, or office directions—ensuring prospects show up prepared and on time.

Automating the Client Review Cadence (Annual & Bi-Annual Reviews)

Managing existing client relationships requires consistent touchpoints, but tracking who is due for a 6-month or 12-month review often falls through the cracks.

• Automated Outreach Triggers: GReminders monitors client interaction dates and CRM fields to automatically trigger review invite workflows.
• Proactive Client Outreach via MyRepChat: Instead of blast emails that get ignored, clients receive a personalized text (via MyRepChat) or email with a single-click link to select an available review slot on your calendar.
• Hands-Off Scheduling: Clients self-select a time that fits their schedule, automatically setting up the next cycle of pre-meeting reminders and prep materials.

Why This Matters for Your Practice

The promise of FMG Connect is simple: systems talk so advisors don’t have to act as the middleman. By pairing FMG’s digital presence with GReminders’ meeting lifecycle automation and MyRepChat’s compliant messaging, your firm can:

• Convert leads faster while interest is at its peak.
• Dramatically drop no-show rates using timely SMS reminders.
• Enforce a disciplined review cadence for 100% of your client base without adding administrative overhead.

Ready to streamline your meeting lifecycle? Explore our integrations or connect with our support team today to see how easy it is to activate GReminders with FMG and MyRepChat.

Get a Demo Today

Official FMG Press Release