Scale Your Practice’s Capacity: GReminders + SmartOffice
Designed for advisors and support teams looking to handle more clients without expanding their payroll, this webinar highlights how to eliminate hours of prep and manual note-taking before and after client meetings.
We cover how the GReminders Integration delivers instant pre-meeting briefs right inside SmartOffice records, automatically captures meeting summaries, and writes back key action items into client files so your existing team can focus entirely on high-value client conversations.
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Trusted by 5,000+ Financial Professionals
By syncing directly with Redtail it allows us to have a scheduling tool. It's also highly customizable.
Michael TDir Ops - San Francisco, CA
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
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, BFAFounding Partner - Akamai Investment Advisors SC
I was so impressed how it blew all the competitors away, that I set out to do everything I could to help them become an approved Osaic vendor. It's simple, it integrates with the important tools financial advisors use, and it saves advisors a significant amount of time and money. You can stop looking for the best online scheduling tool, you have found it.
Jerry BodaCFP - Boda Financial
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
Vivien EndersAAMS, CRPS - Modern Strategy Investments
The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?
Ronda WarnerVP Operations - Park Edge Advisors LLC
It's reduced our follow-up work by 85%. And now, rather than having two appointments a day and going home exhausted, I could have more appointments. It's like nitroglycerin in a racecare.
Jeff MoormeirFounder - Emerald City Fiduciary 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 SanchezCEO - Belen Sanchez Insurance
GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.
Shelley CDir Ops - York, PA