Zapier in Action: Automating Advisor Workflows with Hubly + GReminders

Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.

Geryl Winterowd

COO - Guardian Financial Wealth

I was so impressed how it blew all the competitors away, that I set out to do everything I could to help them become an approved Osaic vendor. It's simple, it integrates with the important tools financial advisors use, and it saves advisors a significant amount of time and money. You can stop looking for the best online scheduling tool, you have found it.

Jerry Boda

CFP - Boda Financial

GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.

Vivien Enders

AAMS, CRPS - Modern Strategy Investments

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 Garrett

Strategy/Tech - SRG Financial Advisors

The Deck Creation from the Pre-Meeting brief is Amazing! Very well put together, captured everything I wanted for the upcoming meeting.

Terri Rau

Financial Advisor & Vice President - MPPL Financial

GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.

Ally Jaymes Freeman

Advisor -

We appreciate GReminders and the ease of use, and how it connects to our contact management system. Links perfectly, no mistakes, no issues, it's been wonderful to use and seamless.

Julie Zemke

Director - Magnetic North Advisors

GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.

Shelley C

Dir Ops - York, PA