GReminders & RooksDM - From CRM to Meeting Management: Building a Clean, End-to-End Meeting Workflow
Join GReminders and RooksDM for a live walkthrough of the entire meeting lifecycle — from pulling clean data out of Redtail, to scheduling with GReminders, to generating pre-meeting briefs and post-meeting notes. We’ll also share best practices on bulk sends, CRM efficiency, and how advisors can streamline their workflows for maximum efficiency.
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Trusted by 5,000+ Financial Professionals
It's truly transformed the way I handle my post-meeting process. The Notetaker AI's ability to understand and organize my notes with such precision is remarkable. Highly recommended!
Katherine Beltran
Simplicity Ops
Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.
Edward Garibay - Investor Relations
Rastegar Capital
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 Moormeir - Founder
Emerald City Fiduciary Group
I love that GReminders has made scheduling so much easier, especially the fact that they create and send the Zoom link out automatically. My scheduling productivity has increased dramatically since we have started with them. We love GReminders and use it all of the time!
Joella R - Client Experience Specialist
LifeWealth Group
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
Saves us so much time scheduling clients. Not only does it allow clients to schedule themselves, but with our booking calendar linked directly to new client intake forms, the advisors walk into every meeting prepared. It’s been a huge time saver for staff and speeds up the onboarding process of new clients.
Gavin F - Financial Advisor
Boston, MA
This has been a very user friendly site for clients. I've had good feedback. It saves time that it is linked to my Zoom and also sends links for meetings. Has been a great time saver and made it more convenient for clients to connect.
Stephanie L - Financial Advisor
Osaic Wealth
GReminders is a great benefit to our customers and saves time with the scheduling process. Considering the robustness of this software, it was very simple to set up and the GReminders team was very helpful in doing so.
Doug King - Dir IT
Principal Wealth Group
