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 your meeting operations and household data directly into the AI tools you already use, including Claude, ChatGPT, and Copilot. Instead of switching between systems, advisors can access client and meeting context right where they work.
GReminders + FMG Announce Strategic Partnership
We’re excited to partner with FMG to help advisors deliver a more connected client experience.
Product Updates
- Voice Fingerprinting: The AI Notetaker can now recognize speakers by their voice, making meeting notes and attributions more accurate.
- CAPTCHA on All Booking Pages: CAPTCHA is now available on every booking page to help keep spam and bot bookings off your calendar.
- Sidebar Updates: Launch meetings directly from inside Redtail, without leaving your CRM.
- Associate AI Notetaker Tasks with Different Contacts: Assign tasks captured by the AI Notetaker to the right contact, even when a meeting involves multiple household members.
- Time Slots for One-Off Events: One-off events now support time slots, giving you more control over when clients can book.
- Facebook Activity in Pre-Meeting Briefs: Pre-Meeting Briefs now include clients’ recent Facebook activity, so you walk into every meeting with more context.
- Customizable Birthday E-Cards and Newsletters: Create rich-text birthday e-cards or newsletters that reflect your firm’s voice and branding.
Webinars
This month we hosted three webinars:
- Free Up Time in a Growing Practice: GReminders + Wealthbox
- Scale Your Practice’s Capacity: GReminders + SmartOffice
- Product Updates Webinar
On the Road
Our team attended seven conferences in September, including a happy hour at FutureProof Festival! Thank you to everyone who stopped by to connect:
- First Heartland University
- FutureProof Festival
- Cambridge Ignite
- Bob Veres Insiders Forum
- CFD Annual Conference
- Align University
- Malecki Financial Conference
Market Reports
The Oasis Group White Paper
In partnership with The Oasis Group, we released a new white paper examining how much time advisors lose to administrative work, why operational efficiency increasingly affects firm valuations, and how a three-stage approach to the meeting lifecycle (before, during, and after) can help firms reclaim that time.