GReminders allows you to ask Custom Questions when clients or prospects schedule appointments through your Event Types. This powerful feature...
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CurrentClient is a leading VoIP and compliance-friendly text messaging platform trusted by financial professionals. With this new integration, GReminders customers...
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NextAgency is a leading Life & Health Insurance Agency CRM. GReminders has partnered with NextAgency to drive next generation AI...
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The GReminders Bulk Sends feature allows you to automatically invite clients to schedule their upcoming review meetings based on criteria...
Continue ReadingGReminders allows you to ask Custom Questions when clients or prospects schedule appointments through your Event Types. This powerful feature enables you to gather important details directly at the time of booking, while integrating seamlessly with your reminders and calendar events. One common use case is capturing potential changes to client information, such as a […]
CurrentClient is a leading VoIP and compliance-friendly text messaging platform trusted by financial professionals. With this new integration, GReminders customers can now seamlessly push CurrentClient calls directly into the GReminders AI Notetaker—automatically turning recorded conversations into accurate, searchable meeting notes. The result is less manual work, better documentation, and a more complete record of every […]
NextAgency is a leading Life & Health Insurance Agency CRM. GReminders has partnered with NextAgency to drive next generation AI powered Meeting Tools that ensure nothing slips through the cracks. What It Enables How To Enable It Step 1) Log into your NextAgency account.Click your profile picture in the upper-right corner, or use the left-hand […]
The GReminders Bulk Sends feature allows you to automatically invite clients to schedule their upcoming review meetings based on criteria pulled directly from your connected CRM (e.g., Redtail, Wealthbox, Salesforce, etc.). By sending a personalized booking link tied to your Event Type, clients can self-schedule at their convenience—streamlining your review process. The key to success […]
A single misspelled name can quietly undermine an otherwise polished meeting record. Whether it’s a client’s name, a company, or a location, small errors tend to get repeated across meeting summaries and task lists – copied, pasted, and shared without anyone noticing. That’s why having the ability to quickly find and replace text across your […]
The most valuable marketing content isn’t invented – it’s already happening inside client meetings, emails, and real conversations. Every question, objection, insight, and explanation represents authentic expertise. Every now and then, advisors have a meeting that really matters. It’s not just a review or a portfolio check. It’s a conversation where a client is going […]
We’ve made a meaningful upgrade to how Locations work in scheduling—treating them as a true first-class citizen in the booking experience. Location Comes First If an Event Type supports multiple locations, invitees now select the Location before choosing a date and time. This applies to both 1:1 and Team Event Types and ensures availability is […]
We’re excited to announce the launch of the GReminders MCP Server, a major step forward in how AI assistants interact with real-world scheduling and client data. The GReminders MCP Server enables three core capabilities: This means an AI assistant can answer questions like, “Can you book a review meeting for John Smith next week?” and […]
As 2025 comes to a close, we want to thank our customers for making this a truly defining year for GReminders. Your trust and partnership fueled everything we built—from major AI advancements to expanded integrations, approvals, and industry recognition. Together, we stayed focused on one mission: helping advisors work smarter, serve clients better, and reclaim […]
