Organizing Your CRM for Efficient Review Invites via Bulk Send
The GReminders Bulk Sends feature allows you to automatically invite clients to schedule their upcoming review meetings based on criteria pulled directly from your connected CRM (e.g., Redtail, Wealthbox, Salesforce, etc.). By sending a personalized booking link tied to your Event Type, clients can self-schedule at their convenience—streamlining your review process. The key to success […]
Find & Replace in AI Summaries and Tasks
A single misspelled name can quietly undermine an otherwise polished meeting record. Whether it’s a client’s name, a company, or a location, small errors tend to get repeated across meeting summaries and task lists – copied, pasted, and shared without anyone noticing. That’s why having the ability to quickly find and replace text across your […]
Turning Client Conversations Into Thought Leadership – Organically
The most valuable marketing content isn’t invented – it’s already happening inside client meetings, emails, and real conversations. Every question, objection, insight, and explanation represents authentic expertise. Every now and then, advisors have a meeting that really matters. It’s not just a review or a portfolio check. It’s a conversation where a client is going […]
MCP Server – Bringing Scheduling and Client Context Directly into AI
We’re excited to announce the launch of the GReminders MCP Server, a major step forward in how AI assistants interact with real-world scheduling and client data. The GReminders MCP Server enables three core capabilities: This means an AI assistant can answer questions like, “Can you book a review meeting for John Smith next week?” and […]
GReminders in 2025: A Year of Momentum, Innovation, and AI-Powered Progress
As 2025 comes to a close, we want to thank our customers for making this a truly defining year for GReminders. Your trust and partnership fueled everything we built—from major AI advancements to expanded integrations, approvals, and industry recognition. Together, we stayed focused on one mission: helping advisors work smarter, serve clients better, and reclaim […]
Hubly Integration
Hubly is a workflow and operations management platform built specifically for financial advisory firms — it helps teams automate and track client onboarding, money-movement, recurring services, and team tasks so nothing “slips through the cracks.” It is not a CRM itself; rather, Hubly integrates with CRMs like Redtail CRM or Wealthbox and uses existing client […]
SMS / Text Reminder Confirmation Pages
If you are sending Text Reminders to customers, currently it’s common for people to just reply YES to confirm or request a reschedule or cancellation if needed. You can use a Confirmation Link, which allows the customer to confirm, reschedule OR cancel all within one single interface. This also works well if you don’t want […]