Scheduling – Client Intake Forms

Posted on by Adam Woolf

Streamlining Client Intake During Scheduling Collecting key client details early—during initial discovery meetings—builds stronger relationships, streamlines onboarding, and ensures compliance. Essential information typically includes contact details, date of birth, driver’s license, Social Security Number, marital status, employment information, investment accounts, and net worth. GReminders streamlines this intake process by integrating data collection directly into your […]

Push AI Notetaker Tasks and Notes to Your CRM

Posted on by Xeaira Burkett

Leverage your CRM such as Redtail, Wealthbox, Salesforce, Hubspot, Pipedrive, etc… with GReminders AI Notetaker. Efficiency and seamless integration are the cornerstones of effective client relationship management. GReminders’ AI Notetaker is revolutionizing how professionals handle meeting summaries and task management by effortlessly pushing this crucial information into your CRM. This powerful feature ensures that all […]

AI Notetaker Templates

Posted on by Xeaira Burkett

In today’s business environment, efficient and accurate note-taking is crucial for maintaining productivity and ensuring no detail is overlooked. GReminders offers AI Notetaker Templates, a game-changer for professionals who rely on detailed meeting summaries. These customizable templates allow users to tailor their notetaking to different types of meetings, ensuring that all pertinent information is captured […]

Wealthbox Integration Overview

Posted on by Xeaira Burkett

Overview GReminders provides a direct, native integration with Wealthbox CRM, a modern, user-friendly customer relationship management platform designed for financial advisors. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping advisors save time, reduce no-shows, and enhance client relationships. GReminders is the only scheduling and reminder platform with a direct integration to […]

Black Diamond Integration

Posted on by Sarah Mitchell

Integration with SS&C’s Black Diamond brings unified financial intelligence directly into GReminders. By bridging Black Diamond’s wealth management engine with GReminders’ automation workflows, advisors can spend less time hunting down portfolio details and more time delivering high-impact client interactions. What the Integration Delivers Black Diamond acts as a centralized source of truth, pulling complex financial […]

FMG Suite Integration

Posted on by Sarah Mitchell

Managing client scheduling, marketing outreach, and CRM hygiene can often feel like juggling three separate jobs. Enter the GReminders FMG Suite Integration – a seamless bridge designed to automate client acquisition, streamline post-meeting follow-ups, and keep your marketing lists sharp with zero extra manual effort. Here is a look at what this powerful new connection […]

Scheduling Widget for FMG Suite Websites

Posted on by Sarah Mitchell

Embedding an interactive GReminders scheduling widget directly onto an FMG website dramatically outperforms traditional “Contact Us” forms by capturing high-intent prospects at the peak of their interest. Standard forms create an operational bottleneck, whereas direct online scheduling streamlines client acquisition and boosts conversion rates: Sample Website Preview Once you click you can ask some questions […]

September 2026 Recap

Posted on by Emily Willis

September was one of our biggest months yet. We launched our MCP Server, announced a strategic partnership with FMG, rolled out a wave of product updates, and spent much of the month on the road with advisors at seven conferences. Here’s everything you may have missed. Company News GReminders Launches MCP Server GReminders now brings […]

Best Practices for Naming Conventions of Folders and Documents for Financial Advisors

Posted on by Sarah Mitchell

As a financial advisor, you handle hundreds—if not thousands—of sensitive client documents every year. From investment statements and insurance policies to estate plans and tax returns, a clear, consistent naming system is essential for efficiency, team collaboration, compliance (SEC/FINRA record-keeping), and quick retrieval during client meetings or audits. In this article, we share refined, industry-aligned […]