Beyond the Buzz: Practical AI for Professional Service Businesses

Join GReminders and Jenn Goldman from MyVirtualCOO for a joint webinar on Beyond the Buzz: Practical AI for Professional Service Businesses!

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Trusted by 5,000+ Financial Professionals

Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.

Love this tool. Easy to use.

Geryl Winterowd - COO
Guardian Financial Wealth

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!

My scheduling productivity has increased dramatically

Joella R - Client Experience Specialist
LifeWealth Group

We appreciate GReminders and the ease of use, and how it connects to our contact management system. Links perfectly, no mistakes, no issues, it's been wonderful to use and seamless.

Links perfectly, no mistakes, no issues

Julie Zemke - Director
Magnetic North Advisors

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

GReminders is like having a scheduling assistant

Matthew Awai - Operations
Seaside Wealth Management

GReminders has become an indispensable part of our practice

GReminders has become an indispensable part of our practice

Allen Gibson, CFP
Gibson Wealth Advisors

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!

transformational

Katherine Beltran
Simplicity Ops

It's been an amazing tool to help us get better and deliver a better experience for our clients

It's been an amazing tool

Kevin Kennedy, CPA
Kennedy Wealth & Tax

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.

Has been a great time saver and made it more convenient for clients to connect.

Stephanie L - Financial Advisor
Osaic Wealth

We do have an aging client base, and they're catching on. The end user ease is very important to us.

The end user ease is very important to use.

Erin Crumly - President
Troxell Financial Group

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.

saves us so much time

Gavin F - Financial Advisor
Boston, MA

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

Integration and Automation

Stephanie Dannebaum
CRM Consultant

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

best product in our tech stack

Russell Telfer
Bridges Wealth Management