Introducing a New AI Meeting Experience Directly Inside Redtail
Join GReminders and Redtail for a live webinar unveiling a new native integration that brings AI meeting Notes, pre-meeting briefs, and client scheduling directly inside Redtail. No separate tools and no manual syncing.
This session will walk through how firms are:
This is the first public walkthrough of this capability and represents a meaningful shift in how advisors manage meetings inside their CRM. If Redtail is central to your practice, this is a session you won’t want to miss.
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We have gotten great feedback from our clients on how easy the system is to use. We have also seen an improvement in our attempts to schedule with difficult to reach clients.
Jamie Hanson, BFA - Founding Partner
Akamai Investment Advisors SC
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 Murphy - Advisor
360 Financial
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
GReminders app is awesome! Using it right now in a conference. Thank you!
Chris Morrill - Director
Frandsen Morrill Advisors