Leveraging Advisor Tech Tools with AI & Automations with Stephanie Dannebaum

GReminders app is awesome! Using it right now in a conference. Thank you!

Chris Morrill - Director
Frandsen Morrill Advisors

GReminders is by far the best product in our tech stack.

Russell Telfer
Bridges Wealth Management

Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.

Edward Garibay - Investor Relations
Rastegar Capital

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 G - Exit Planning Advisor
Financial Clarity

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

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

I love it! Affordable and Simple. GReminders solves our problems of playing phone tag with clients. I love that my clients get a reminder and I can send one to myself as well.

Belen Sanchez - CEO
Belen Sanchez Insurance

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