Advisor Best Practices Series
Unlock an exclusive webinar series where we dive deep into the art of mastering GReminders — the ultimate meeting management tool for Financial Advisors. Over 4 different sessions, we cover Scheduling, Reminders, Integrations and our AI Notetaker/Assistant.
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Trusted by 5,000+ Financial Professionals
GReminders app is awesome! Using it right now in a conference. Thank you!
Chris MorrillDirector - Frandsen Morrill Advisors
The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.
Madelyn Marks- Elite Income Advisors
If I were to pull up my metrics from Calendly, it was a 5% or less usecase for scheduling. And then you had none of the notetaker capacity, follow-ups, communicating with my team, check a box and push it through to the CRM. I don't think there's much of a comparison anymore.
The best solution I have found for reducing no-shows. Integration with Redtail was simple and now it works every time a meeting is scheduled. I like the flexibility of sending additional reminders when clients don’t confirm…and it’s completely automated!
Mike LFinancial Advisor - New York, NY
The integration with Redtail is by far one of the most advanced in our tech stack, as well as the automatic reminders and personalization to fit our firm's branding and operations. We use the features daily and has reduced the admin communication time tremendously.
Olivia SClient Experience Coordinator - Infinity Tax & Financial Planning
It's reduced our follow-up work by 85%. And now, rather than having two appointments a day and going home exhausted, I could have more appointments. It's like nitroglycerin in a racecare.
Jeff MoormeirFounder - Emerald City Fiduciary Group
I love the automated scheduling with GReminders. I’ve literally spent hours of my day trying to coordinate time for a meeting. Now, I just send out a link to our online calendar and a little while later, I get a notification that an appointment has been scheduled. How easy is that!
WarnerCFP - San Diego, CA
GReminders not only helped us reduce no-shows, but we also noticed a huge improvement with clients showing up for their appointments on time. That was one of the biggest issues in our office.
DixonCPA - Houston, TX
Giant leap forward in functionality vs. our previous booking app. GReminders high level of functionality and its configurability allowed us to fully align the application with our sales and delivery processes.
Dan GarrettStrategy/Tech - SRG Financial Advisors