Why Advisors choose GReminders over Other Notetakers
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6 Reasons GReminders is better than Other Notetakers
All In One Platform
GReminders is a All In One Scheduling, Reminder, Notetaking, AI Assistant Platform. Not just AI Notetaking, but a full End to End Meeting Management Platform. Shrink your Tech Stack. Less Moving Parts = Simpler = Better Results.
More Integrations
GReminders offers more integrations than other platforms, connecting seamlessly with the tools advisors already rely on. From CRMs and calendars to texting, voice, and compliance systems, everything works together out of the box. That means less manual work and a platform that fits your firm—not the other way around.
Low Switching Costs
There’s no costly migration or long learning curve when switching to GReminders. We handle setup, integrations, and data alignment so your team can transition seamlessly. Low commitment, fast ROI, and no disruption to daily operations.
Similar Notetaker Features
GReminders delivers the same powerful notetaker features you rely on from other platforms—automatically capturing, summarizing, and organizing calls and meetings with accuracy. You get the insights you need without sacrificing the tools your team already trusts. It’s familiar functionality with smarter results.
Better Pricing
GReminders delivers the features you need at a price that makes sense - giving you powerful reminders, scheduling, and AI tools without the premium cost of competitors..
Steller Support
With dedicated USA-based support, GReminders resolves questions quickly—no offshore call centers, just dependable service. Our premium onboarding guides your team through setup and best practices to guarantee early success.
Ezra Group Integration Score Comparison
The Ezra Group Integration Score measures how well a platform connects with other tools, giving you a clear benchmark when comparing competitors and evaluating workflow efficiency.
What Do Customers Say
I love that GReminders has made scheduling so much easier, especially the fact that they create and send the Zoom link out automatically. My scheduling productivity has increased dramatically since we have started with them. We love GReminders and use it all of the time!
Joella R - Client Experience Specialist
LifeWealth Group
GReminders app is awesome! Using it right now in a conference. Thank you!
Chris Morrill - Director
Frandsen Morrill Advisors
I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.
Olivia J. Rice
Emerald City Fiduciary Group
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.
Brent Leas - COO
Mach1 Financial
That is quite robust software.
Robert Rafano, CFP - Principal
Financial Foundation Services
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
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
Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.
Edward Garibay - Investor Relations
Rastegar Capital
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
Nathan Knight - Operations Manager
Faithward Advisors
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.
Dan Garrett - Strategy/Tech
SRG Financial Advisors
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
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 Moormeir - Founder
Emerald City Fiduciary Group
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 Boda - CFP
Boda Financial
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.
Olivia S - Client Experience Coordinator
Infinity Tax & Financial Planning
Clients have found it is easy to choose an appointment time that works well for them. I am excited about using the appointment reminder features. In the past we had our team members calling clients to remind them of an appointment time. Now we are able to have this process automated
Rebecca G - Exit Planning Advisor
Financial Clarity
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.
Madelyn Marks
Elite Income Advisors
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 Warner - VP Operations
Park Edge Advisors LLC
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.
Doug King - Dir IT
Principal Wealth Group
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.
Julie Zemke - Director
Magnetic North Advisors
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, BFA - Founding Partner
Akamai Investment Advisors SC
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 by far the best product in our tech stack.
Russell Telfer
Bridges Wealth Management
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!
Katherine Beltran
Simplicity Ops
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
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 Sanchez - CEO
Belen Sanchez Insurance
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
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.
Gavin F - Financial Advisor
Boston, MA
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
Vivien Enders - AAMS, CRPS
Modern Strategy Investments
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
Loved by Our Users
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.
Dan Garrett - Strategy/Tech
SRG Financial Advisors
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
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!
Katherine Beltran
Simplicity Ops
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 Boda - CFP
Boda Financial
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.
Gavin F - Financial Advisor
Boston, MA
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.
Doug King - Dir IT
Principal Wealth Group
GReminders app is awesome! Using it right now in a conference. Thank you!
Chris Morrill - Director
Frandsen Morrill Advisors
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 Warner - VP Operations
Park Edge Advisors LLC
That is quite robust software.
Robert Rafano, CFP - Principal
Financial Foundation Services
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.
Olivia S - Client Experience Coordinator
Infinity Tax & Financial Planning
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
Vivien Enders - AAMS, CRPS
Modern Strategy Investments
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, BFA - Founding Partner
Akamai Investment Advisors SC
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 Sanchez - CEO
Belen Sanchez Insurance
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