Beyond the Buzz: Practical AI for Professional Service Businesses

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 have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.

Ally Jaymes Freeman

Advisor -

GReminders is better than all other scheduling tools - period. Quite simply, set and forget your calendar booking, confirming, and rescheduling in a compliant way!

Matthew Pontes

Advisor - Guardian 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

The best thing about GReminders is that 'it just works.' The setup was painless, and it seamlessly handles calendar integrations without clunky workarounds. I also like the premier onboarding service.

By syncing directly with Redtail it allows us to have a scheduling tool. It's also highly customizable.

Michael T

Dir Ops - San Francisco, CA

GR is one of the best softwares to link to the Redtail CRM. The thoughtful build outs for users make such a huge difference and really help make the experience for clients more detailed.

Jac Anderson

Technology Training Coordinator - CPS Investment Advisors

A 90-minute meeting would take me easily 3-4 hours to make sure the detailed information from all the reports is all there, but now it's 5 minutes, this is insane. It transformed my process from spending an entire afternoon typing up accurate notes to completing it in just a few minutes, and it’s impressive how customizable you can make it for your customers.

David Melnyk

Retirement Plan Specialist - Asset Advisors of America

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

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