Unclaimed brand
GReminders helps advisors save time, reduce no-shows, and stay organized with AI-powered meeting reminders, scheduling, and notetaking. Streamline workflows, integrate with your favorite tools, and get a turnkey solution that works from day one.
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#26B99A
Jungle Green
38, 185, 154
167, 66, 44
79, 0, 17, 27
#448AFF
Dodger Blue
68, 138, 255
218, 100, 63
73, 46, 0, 0
#053552
Blue Whale
5, 53, 82
203, 89, 17
94, 35, 0, 68
GReminders is a software platform that helps professionals streamline appointment scheduling, client communications, and meeting administration. It serves financial advisors and organizations including broker-dealers, banks and credit unions, insurance firms, accountants, attorneys, sales teams, and therapists. Its tools are designed to reduce manual work, keep teams organized, and help clients attend scheduled meetings.
The platform offers automated appointment booking and calendaring, along with SMS, email, and voice reminders to help reduce no-shows. Its AI features include pre-meeting briefs, meeting notes, summaries, task capture, and follow-up drafts. GReminders also connects with existing calendars, email services, customer relationship management systems, document tools, and workflow platforms. Named integrations include Redtail, Wealthbox, Salesforce, Outlook, Google, Zoom, Microsoft Teams, Box, SharePoint, PreciseFP, and Hubly.
GReminders provides product demonstrations, a free trial, onboarding and support, and resources such as help materials, videos, articles, and events. The company also highlights security, compliance, and privacy as priorities. Its central aim is to help users spend less time on administrative tasks and more time serving clients.
