Leveraging Advisor Tech Tools with AI & Automations with Stephanie Dannebaum

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

Do yourself, your clients, and your bottom line a favor and get GR. Let the experts help you set it up. It saved me from hiring an appointment setter. Redtail integration is fantastic.

Mark Hoover

Investment Advisor - Big Picture Group

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

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

The best solution I have found for reducing no-shows. Integration with Redtail was simple and now it works every time a meeting is scheduled. I like the flexibility of sending additional reminders when clients don’t confirm…and it’s completely automated!

Mike L

Financial Advisor - New York, NY

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

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

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!

Warner

CFP - San Diego, CA