GRworks vs Other Notetakers

The best solution I have found for reducing no-shows. Integration with Redtail was simple and now it works every time a meeting is scheduled. I like the flexibility of sending additional reminders when clients don’t confirm…and it’s completely automated!

Mike L

Financial Advisor - New York, NY

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

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 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 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

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

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

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

The best feature is GReminders’ ability to take AI notes and compile a detailed summary of the conversation. The AI notes are also much more robust than the meeting notes I used to enter into Redtail.

Michael R

COO -

GReminders app is awesome! Using it right now in a conference. Thank you!

Chris Morrill

Director - Frandsen Morrill Advisors

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 an Advisor/Paraplanner's best friend! We save an incredible amount of time with automatic bookings, reminders and customized notetaking with follow up emails. It is easy to use and easy to customize using every day language. Highly highly recommend!

Joanna Endicott

Paraplanner - Lilani Wealth Management

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

The Deck Creation from the Pre-Meeting brief is Amazing! Very well put together, captured everything I wanted for the upcoming meeting.

Terri Rau

Financial Advisor & Vice President - MPPL Financial

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

Amazing service! The follow-up on and updates on support tickets were prompt. Out firm has also appreciated how responsive the engineering team is setting up new features that help us to be more efficient!

Sofia Walle

Operations & Marketing - Davis Wealth Advisors

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

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

GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.

Ally Jaymes Freeman

Advisor -

GR is a game-changer for us. It saves us a lot of time and will allow for more routine and consistent processes, making us more efficient.

Nicole Kellner-Swick

Director of Operations - Disbennett Wealth Management

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

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

GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.

Shelley C

Dir Ops - York, PA

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

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

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

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

I love the automated scheduling with GReminders. I’ve literally spent hours of my day trying to coordinate time for a meeting. Now, I just send out a link to our online calendar and a little while later, I get a notification that an appointment has been scheduled. How easy is that!

Warner

CFP - San Diego, CA

A 90-minute meeting would take me easily 3-4 hours to make sure the detailed information from all the reports is all there, but now it's 5 minutes, this is insane. It transformed my process from spending an entire afternoon typing up accurate notes to completing it in just a few minutes, and it’s impressive how customizable you can make it for your customers.

David Melnyk

Retirement Plan Specialist - Asset Advisors of America

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

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

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

GReminders is by far the best product in our tech stack.

Russell Telfer

- Bridges Wealth Management

That is quite robust software.

Robert Rafano, CFP

Principal - Financial Foundation Services