I personally became acquainted with GReminders while attending an SEI conference a year ago. 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. If you do your due diligence and compare why GReminders is a game-changer when it comes to scheduling, you will thank me at the next ConnectEd!
Special pricing has been negotiated for Osaic
Details can be found under "Billing" once you begin your trial
Save Time with Automated Scheduling
Allow your clients to schedule themselves directly onto your calendar using GReminders automated scheduling system integrated with your CRM:
- Outlook, Google, Redtail/CRM Calendars w/ Major CRMs such as Redtail, Wealthbox, Salesforce, Dynamics, Hubspot, etc...
- Create New Contacts and keep Existing Contacts Updated when Booking happen
- Launch Workflows & Created Opportunities automatically.
- Team & Round Robin Scheduling
- And so much more!
Remind Busy Clients with Automated Reminders
Are your clients busy individuals? If they are availing themselves of your services, chances are your clients have hectic schedules. Why take the chance they may forget their appointment with you? Use GReminders to ensure clients show up for their meetings. Set up is quick and easy, and you’ll stop wasting time and money on no-shows.
Put Your Annual Reviews on Auto-Pilot
Automate your annual review process using GReminders’ Client Automations.
- Direct CRM integration for ongoing client notifications
- Set up invitations for clients to schedule quarterly or annual reviews
- Track status of unscheduled clients and send reminders until booking
- Also use for birthday, anniversary greetings, milestone events (e.g., Social Security, tax events, RMDs)
- Pre-Meeting Briefs automatically generated before each meeting, including topics to discuss from last year’s meeting
- Save hours while maintaining regular client connections
AI Notetaker for Easy and Accurate Meeting Transcriptions
- Use AI Notetaker to transcribe virtual, in-person, or client phone calls
- Summaries and action items automatically created
- Generate a follow-up email to send to your clients or share the entire summary with clients or colleagues
- Assign action items such as tasks to multiple individuals in your CRM
- Automatically surface Life Events that were discussed during the meeting
GReminders is Approved by Osaic Compliance
We know that staying compliant is important. When you use GReminders Direct CRM integration, all your reminders can be written back to your CRM under the contact record.
In addition, reminder messages are archived in GReminders up to 5 years with the ability to download a copy anytime for on-premises archiving.
Finally, GReminders will send you a weekly archive of all inbound and outbound messages sent and received by our system which is archived by your compliance vendor.
Stay Compliant with GReminders
GReminders leans into Compliance and Governance. We work with many Compliance and Infosec Teams.
- All Client communication is Journaled and Archive to your Existing Vendors
- BCC or Weekly Email Compliance Digest
- All client correspondances are written back to your CRM
- Support for 3rd party archiving and e-discovery with companies like Smarsh, Global Relay, Veritas and others.
Direct Integration with Your CRM
GReminders is the ONLY scheduling and reminders app with DIRECT integrations to Redtail and Wealthbox CRMs. We also offer DIRECT integrations with Salesforce, Microsoft Dynamics, HubSpot and others.
If you haven’t experienced the advantages of a direct CRM integration, you need to schedule a demo now to discover the difference.
Loved by Users
We really enjoy GReminders. Everything so far has been great and modifications that we've asked for have been great as well. Makes my job a lot easier.
I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.
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 better than all other scheduling tools - period. Quite simply, set and forget your calendar booking, confirming, and rescheduling in a compliant way!
Giant leap forward in functionality vs. our previous booking app. GReminders high level of functionality and its configurability allowed us to fully align the application with our sales and delivery processes.
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.
GReminders is a great benefit to our customers and saves time with the scheduling process. Considering the robustness of this software, it was very simple to set up and the GReminders team was very helpful in doing so.
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.
Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.
GReminders is by far the best product in our tech stack.
Easy to use and great support! Simple to set up and maintain. Support staff is very responsive and extremely helpful. They are quick to correct errors or assist with tips to self-correct.
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!
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.
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.
Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.
GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.
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?
That is quite robust software.
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.
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.
I love the automated scheduling with GReminders. I’ve literally spent hours of my day trying to coordinate time for a meeting. Now, I just send out a link to our online calendar and a little while later, I get a notification that an appointment has been scheduled. How easy is that!
By syncing directly with Redtail it allows us to have a scheduling tool. It's also highly customizable.
The best solution I have found for reducing no-shows. Integration with Redtail was simple and now it works every time a meeting is scheduled. I like the flexibility of sending additional reminders when clients don’t confirm…and it’s completely automated!
GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.
Life Saver during Tax Season. Like Hiring an assistant for a fraction of the cost.
GReminders not only helped us reduce no-shows, but we also noticed a huge improvement with clients showing up for their appointments on time. That was one of the biggest issues in our office.
