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
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
Vivien EndersAAMS, CRPS - Modern Strategy Investments
GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.
Ally Jaymes FreemanAdvisor -
Great Scheduling and AI software in one combined package. Great support team to troubleshoot any issues that arise. Great training and support to set up GReminders.
Dave Luck, CPA CFP- Advisor Financial
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.
GReminders app is awesome! Using it right now in a conference. Thank you!
Chris MorrillDirector - Frandsen Morrill Advisors
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
Exceptional All-in-One User-Friendly System! I'm loving the way in which GR connects several of the needs in my business into one user friendly system that integrates well with my CRM. I've used other tools in the past that did a fraction of what GReminders offers so the switch was a no-brainer! Also, the AI notetaker is the best I've used so far and the accuracy allows me to spend very little time reviewing my notes. I also love the AI notetaker Chat feature!
Jessica MerinoPresident & Financial Advisor - Merino Wealth
This is like phenomenal, GReminders has been great for my business.It has helped with our workflow. I'm able to send the email out for the annual reviews. How easy is that. It's so easy.
San Juanita MurphyAdvisor - 360 Financial
Clients have found it is easy to choose an appointment time that works well for them. I am excited about using the appointment reminder features. In the past we had our team members calling clients to remind them of an appointment time. Now we are able to have this process automated
Rebecca GExit Planning Advisor - Financial Clarity
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 FFinancial Advisor - Boston, MA