Introducing Next Level AI-Automation with XLR8

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

Barbara Domingo - CSA
Brio Financial Group

there is a huge distinction between an integration and an Automation and what GReminders has done is very unique in the advisor Tech World

Stephanie Dannebaum
CRM Consultant

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

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

Erin Crumly - President
Troxell Financial Group

With GReminders being fully integrated, it saves a ton of time

Michael Ginsberg, JD, CFP
Ginsberg Financial Strategies

GReminders has become an indispensable part of our practice

Allen Gibson, CFP
Gibson Wealth Advisors

you guys are hitting the mark with advisors in the wealth management space

Matthew Awai - Operations
Seaside Wealth Management

We're very obsessed with the Notetaker. It has made my life so much easier.

Erin Crumly - President
Troxell Financial Group