Welcome to GReminders

We save advisors and their assistants hundreds of hours a year by automating the entire meeting lifecycle.

What is the Meeting Lifecycle?

Here’s a breakdown of the process:

• CRM Search: Identify contacts due for their next review.
• Scheduling: Coordinate via phone calls to arrange a suitable meeting time.
• Calendar Integration: Add the appointment to the calendar and update the CRM.
• Preparation: Review accounts, search notes for issues, and ensure nothing is missed.
• Reminders: Contact clients to confirm upcoming meetings.
• Meeting: Conduct the meeting (virtual, in-person, or phone) and take detailed notes.
• Post-Meeting: Add notes to the CRM, launch workflows, create opportunities, and send follow-up emails summarizing the meeting and outlining next steps.

How much time does this take? According to a recent survey, advisory offices spend approximately 13.5 hours per client per year on these activities.

Why Automate with GReminders?

Automating the meeting lifecycle saves time and improves efficiency. You could use multiple point solutions for scheduling, reminders, or note-taking, or leverage third-party connectors like Zapier. However, a smaller, integrated tech stack is often more effective. That’s where GReminders comes in—a single, interoperable application that addresses the entire meeting lifecycle end-to-end.

According to the Ezra Group Fintech Integration Score, which analyzed 601 apps and 2,800 integrations, GReminders outperforms other scheduling apps and ranks among the highest-scoring solutions.

How GReminders Works

1. Automated Review Scheduling

With GReminders, you can put your review scheduling on autopilot:

• Create an ongoing automation for appointment requests, linked to your CRM (e.g., Redtail, Wealthbox, Salesforce, or others).
• Define criteria (e.g., tag groups for August reviews) to trigger the automation.
• Customize invitation messages and automatically resend invites if clients haven’t scheduled.
• Clients receive a single-use link to schedule their appointment, which triggers relevant workflows (e.g., review meeting prep or third-party apps like PreciseFP).

2. Pre-Meeting Preparation

GReminders’ AI Assistant streamlines meeting prep:

• Receive an automated pre-meeting brief via email or access it anytime.
• Use the AI to summarize client accounts or address specific concerns (e.g., requesting a Social Security statement).
• Schedule tasks directly in your CRM with AI assistance.

3. Meeting Reminders

GReminders excels at client reminders:

• Send reminders with confirmation requests, displayed as checkmarks on the calendar.
• Program auto-replies to acknowledge client confirmations.

4. During and After the Meeting

Our AI Notetaker supports in-person, virtual, or phone meetings:

• Access a meeting summary, full transcript, and an in-meeting AI chatbot for real-time questions.
• Edit and categorize summaries before sending them to the CRM.
• Create follow-up emails quickly, with AI-recommended workflows and opportunities.
• Assign tasks to CRM users for seamless follow-up.

Why Choose GReminders?

From online scheduling to automation, reminders, pre-meeting briefs, AI note-taking, and follow-ups, GReminders offers a comprehensive solution in a single application. Save time, reduce complexity, and enhance client experiences.

Schedule a Demo or Start Your Free Trial Today

Thanks for learning about GReminders!