SMS and Text Reminder for Professionals, Email Reminders, Phone Call Reminders - FINRA - HIPAA

SMS, Email and Voice Reminders

No Matter where the Meeting originated!

Automatically send Initial Booking Notifications via Email or SMS

SMS/Text Clients of Upcoming Events

Phone Call Reminders for older demographics

Options and Flexibility

Initial Booking Notifications

Automatic Follow-up Messages Based on Meeting Outcome

Automatic Reschedule Notification Triggered when Meetings are Moved

Cancellation Notifications Sent with Reschedule Links

Reminders Based on Criteria, such as Event Title, Category, etc

Clients can Confirm their Appointments

Auto-Replies triggered based on Confirmation Response

Integrate with Everything

We Integrate with All the Systems you Use Daily

Salesforce, Hubspot, Redtail, Wealthbox, Pipedrive, PreciseFP, …

Google, Microsoft Outlook, Exchange, Redtail…

Zoom, Microsoft Teams, Webex, GoToMeeting…

Stripe, Square…

Smarsh, Global Relay, Veritas…

and many more…

We’re a Partner, Not Just a Provider

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

Sarah Charles - Founder
Sanctuary Financial Planning

this is going to be our best friend

We found GReminders and found it was WAY MORE than a scheduling program

Darren McCarthy
Select Wealth Partners

With GReminders being fully integrated, it saves a ton of time

With GReminders being fully integrated, it saves a ton of time

Michael Ginsberg, JD, CFP
Ginsberg Financial Strategies

you guys are hitting the mark with advisors in the wealth management space

GReminders is like having a scheduling assistant

Matthew Awai - Operations
Seaside Wealth Management

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

Kaylyn Lane - Client Services
Weaver Consulting Group

take my time from an entire day to 40 minutes that's huge savings right there

Barbara Domingo - CSA
Brio Financial Group

there is a huge distinction between an integration and an Automation and what GReminders has done is very unique in the advisor Tech World

Stephanie Dannebaum
CRM Consultant

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

Kate Guillen - Founder
Simplicity Ops

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

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

Melissa - Financial Advisor

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.

Erin Crumly - President
Troxell Financial Group

the flexibility and the east of use is by far the easiest and best software integration tool I found

Donnie Robinson - CEO
Adapt Wealth Advisors

GReminders seamless process saves us countless hours

GReminders seamless process saves us countless hours

Kyle Temple CFP, CPWA
Mirus Planning

GReminders has become an indispensable part of our practice

GReminders has become an indispensable part of our practice

Allen Gibson, CFP
Gibson Wealth Advisors

It's been an amazing tool to help us get better and deliver a better experience for our clients

Kevin Kennedy, CPA
Kennedy Wealth & Tax

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

Jonmark Richardson - CEO
The Valhalla Group

We love the pre-meeting briefs

Maily Wirks
Mirus Planning

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