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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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
GR is a game-changer for us. It saves us a lot of time and will allow for more routine and consistent processes, making us more efficient.
Nicole Kellner-SwickDirector of Operations - Disbennett Wealth Management
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
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
GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.
Shelley CDir Ops - York, PA
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
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 WinterowdCOO - Guardian Financial Wealth
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 LFinancial Advisor - Osaic Wealth