GReminders

GReminders combines appointment booking, client reminders and AI meeting notes in one product, designed first for financial advisors. It lets clients pick their own slots, chases them with reminders so fewer skip meetings, and writes up what was discussed. Notes and tasks are synced back to the CRM.

What GReminders offers

• Scheduling — self-booking and calendar management for individuals or account teams, with Zoom and Teams links.
• Reminders — automated SMS, email and voice messages to cut no-shows.
• AI notes and assistant — pre-meeting briefs, meeting summaries, tasks and drafted follow-ups.
• Integrations — CRMs such as Redtail, Wealthbox and Salesforce, plus Outlook, Google, Box and SharePoint.

Who it works with

GReminders serves financial advisors, broker-dealers, banks and credit unions, insurance agencies, accountants, attorneys, sales teams and therapists.

Key facts

• Based in: United States
• Research: Publishes a yearly survey of advisors