Leveraging Advisor Tech Tools with AI & Automations with Stephanie Dannebaum
No two Advisors run their practice the same. Join GReminders and Stephanie Dannebaum Consulting for a joint webinar learn how to maximize Advisor Tech Tools with AI & Automations.
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Trusted by 5,000+ Financial Professionals
Its simple, easy to use platform. Support is amazing! There are so many features that make it easy for clients to schedule appointments with our advisors in addition to the automation
Nathan Knight - Operations Manager
Faithward Advisors
The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.
Madelyn Marks
Elite Income Advisors
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
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
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
If I were to pull up my metrics from Calendly, it was a 5% or less usecase for scheduling. And then you had none of the notetaker capacity, follow-ups, communicating with my team, check a box and push it through to the CRM. I don't think there's much of a comparison anymore.
Erin Crumly - President
Troxell Financial 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
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
GReminders app is awesome! Using it right now in a conference. Thank you!
Chris Morrill - Director
Frandsen Morrill Advisors
