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GReminders Online scheduling syncs directly to your CRM, creating new contact records when prospective clients schedule with you.
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Workflows and Engagements are launched, Opportunities created, and custom fields mapped automatically.
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Schedule Individual Events, Group Events, All-together and Round Robin Teams.
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Send automated SMS, Email or Phone Call Reminders.
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Reminders are sent on events scheduled using GReminders online scheduling OR manually scheduled events on your calendar.
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Confirmations add a check-mark to your calendar and can trigger auto-replies.
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Record and transcribe your In-Person, Virtual, or Phone Call meetings using our AI Notetaker.
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Receive AI Generated Summaries, generate Follow-up Client Emails, create Tasks, launch Workflows and share Notetaker created data with others.
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Receive AI Generated Pre-Meeting Briefs before each meeting based on client notes in your CRM.
Product Description
About this Product
Scheduling, Reminders, and Process Automation with AI Notetaker:
- GReminders integrates with Redtail, Wealthbox & Salesforce.
- Automate scheduling, send SMS reminders and launch workflows.
- AI Notetaker for auto-transcription, summaries and briefs.
About GReminders
GReminders is the only AI-powered end-to-end meeting and automation management platform for financial advisors. The company serves independent RIAs and some of the largest broker-dealers in the industry. Offerings include automated scheduling, various client automations, Email/SMS Reminders, and AI Notetaking. Named as the 32nd fastest growing software product by G2, GReminders continues to develop deep integrations with the tools such as Redtail, Wealthbox, Salesforce, and others that financial advisors use every day, helping financial advisors increase both productivity and revenue. For more information visit www.greminders.com.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.