Streamlining Client Intake During Scheduling Collecting key client details early—during initial discovery meetings—builds stronger relationships, streamlines onboarding, and ensures compliance. Essential information typically includes contact details, date of birth, driver’s license, Social Security Number, marital status, employment information, investment accounts, and net worth. GReminders streamlines this intake process by integrating data collection directly into your […]

September was one of our biggest months yet. We launched our MCP Server, announced a strategic partnership with FMG, rolled out a wave of product updates, and spent much of the month on the road with advisors at seven conferences. Here’s everything you may have missed. Company News GReminders Launches MCP Server GReminders now brings […]

August brought two standout integrations, a fresh way to manage client-facing content, and a wave of Notetaker, scheduling, and admin upgrades – plus some exciting industry recognition. Here’s everything we shipped and everywhere we showed up: Advyzon Integration: GReminders is now fully integrated with Advyzon. The integration facilitates scheduling, pulls Advyzon data into AI-generated Pre-Meeting […]

Currently when GReminders, SMS Appointment Reminder Service, sends SMS Messages to your end customers reminding them of upcoming Appointments or follow up messages the number we send from is typically a dedicated phone number associated with your account. If you use MyRepChat, click here to learn how you can send messages via your MyRepChat Account […]

July was another action-packed month, headlined by two major AI integrations, a new way to turn documents and conversations into clean CRM data, and a steady stream of Notetaker, scheduling, and admin improvements. Here’s everything we shipped and everywhere we showed up: AI Forms and Field Extraction: Our biggest release of the month. GReminders can […]

We’re off to a hot summer – June was headlined by two major launches, a fresh round of Notetaker and CRM improvements, and a busy run of conferences and webinars. Here’s everything we shipped and everywhere we showed up: What’s New in June This month’s biggest releases gave advisors deeper visibility into their meetings and […]

May was another packed month – loaded with a dozen new releases, new integrations, and three community webinars. Here’s everything we shipped and everywhere we showed up: What’s New in May This month’s biggest releases brought smarter scheduling controls, deeper AI capabilities, and more flexibility for teams managing complex workflows. Apply Same or Opposite Blocks […]

April was a full month – packed with over 12 new releases, five conferences across the country, and the close of our Best Practices Webinar Series. Here’s everything we shipped and everywhere we showed up: What’s New in April This month’s biggest releases gave you more flexibility in how you reach clients, more control over […]

As we close out the first quarter of 2026, we want to take a moment to reflect – What a start to the year it’s been! We shipped over 30 releases this quarter. We deepened our roots with the advisor community through major conferences and webinars. And we published survey results that confirmed what so […]