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:

- Capturing AI-generated meeting Notes automatically inside Redtail

- Walking into every meeting with AI-prepared pre-meeting briefs

- Allowing clients to book meetings seamlessly, with everything tied to the CRM

- Reducing admin work and follow-ups while keeping existing advisor processes intact

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.

We're feeling the love with GReminders. You have competitors - but I haven't seen one that does scheduling and AI.

You have competitors - but I haven't seen one that does scheduling and AI.

Erin Crumly - President
Troxell Financial Group

Easy to use and great support! Simple to set up and maintain. Support staff is very responsive and extremely helpful. They are quick to correct errors or assist with tips to self-correct.

Brent Leas - COO
Mach1 Financial

It adds flexibility to scheduling. The openness to feedback is helpful.

Melissa - Financial Advisor

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

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

In terms of time, it's saving me an hour for every client. If it's a complex client, I'm saving even more time. It's just the review the content, get it out, sync it to CRM.

Erin Crumly - President
Troxell Financial Group

take my time from an entire day to 40 minutes that's huge savings right there

Barbara Domingo - CSA
Brio Financial Group

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

The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?

Ronda Warner - VP Operations
Park Edge Advisors LLC

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

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

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

See All Customer Reviews

Introducing a New AI Meeting Experience Directly Inside Redtail

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