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

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.

Great Scheduling and AI software in one combined package

Dave Luck, CPA CFP
Advisor Financial

GReminders has definitely been a real asset to us in terms of just improving how we schedule and manage our meeting flow.

definitely been a real asset to us

Sarah Charles - Founder
Sanctuary Financial Planning

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

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

You have competitors - but I haven't seen one that does scheduling and AI.

Erin Crumly - President
Troxell Financial Group

we just want to thank you and express our gratitude to you

One of the best Decisions we have made

Jonmark Richardson - CEO
The Valhalla Group

That is quite robust software.

That is quite robust software.

Robert Rafano, CFP - Principal
Financial Foundation Services

GReminders has become an indispensable part of our practice

GReminders has become an indispensable part of our practice

Allen Gibson, CFP
Gibson Wealth Advisors

before I found GReminders we were calling every client to confirm their meeting

GReminders is like having a scheduling assistant

Kaylyn Lane - Client Services
Weaver Consulting Group

GReminders app is awesome! Using it right now in a conference. Thank you!

GReminders app is awesome

Chris Morrill - Director
Frandsen Morrill Advisors

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

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

It creates transparency with my clients.

Ally Jaymes Freeman - Advisor

The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.

amazing how dedicated and fast the support team is

Madelyn Marks
Elite Income Advisors

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