Streamline Client Conversations with GReminders + CurrentClient

We’re excited to launch the new GReminders + CurrentClient integration, giving financial advisors a seamless way to manage compliant client communications and meetings in one workflow.

Join this webinar to see how you can:

- Send compliant SMS reminders and appointment requests through CurrentClient
- Automate scheduling and reduce no-shows with GReminders
- Capture client calls with AI-powered note-taking for faster follow-up Be among the first to see the integration in action and learn how it can save your firm time while improving the client experience.

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Trusted by 5,000+ Financial Professionals

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.

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

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

It adds flexibility to scheduling. The openness to feedback is helpful.

Melissa - Financial Advisor

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

Support is amazing!

Nathan Knight - Operations Manager
Faithward Advisors

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.

saving me an hour for every client

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

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

best product in our tech stack

Russell Telfer
Bridges Wealth Management

GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.

GReminders is like having a scheduling assistant

Vivien Enders - AAMS, CRPS
Modern Strategy Investments

I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.

pre-meeting summaries and the AI note taker is UNREAL

Olivia J. Rice
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.

Affordable and Simple

Belen Sanchez - CEO
Belen Sanchez Insurance

The integration with Redtail is by far one of the most advanced in our tech stack, as well as the automatic reminders and personalization to fit our firm's branding and operations. We use the features daily and has reduced the admin communication time tremendously.

The integration with Redtail is by far one of the most advanced in our tech stack

Olivia S - Client Experience Coordinator
Infinity Tax & Financial Planning

I literally dreamt of the day and it his here, It is the greatest timesaver efficiency pickup that I could ever recommend

dreamt of the day

Kate Guillen - Founder
Simplicity Ops

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