The AI Notetaker has been a huge time saver for our practice. It not only takes detailed notes and records your meeting, but it emails you a summary email that you can copy and paste into your CRM and adds a draft follow up email that you can send to your client right after your meeting. Review collected by and hosted on G2.com.

Currently it is not integrated with eMoney. I know this is something they are working on but that would be my only complaint that this isn't currently available. Review collected by and hosted on G2.com.

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. I also love how well it integrates with RedTail. Appointment confirmations are noted in RedTail and easily identified. Review collected by and hosted on G2.com.

We did have some reconfiguring of our RedTail calendar that needed to be done. In the past we used all day appointments to mark when something was happening in the office or with a team member. This method blocked GReminders from opening calendar spots for a client to schedule. We needed to adjust how we set that up. Review collected by and hosted on G2.com.

There are two main things I appreciate: First, I used to rely on my admin to schedule all my client reviews—quarterly, bi-annual, and annual—which took up a significant amount of her time each quarter. Now, I simply set tags in Wealthbox (QR, BR, AR), and GReminders automatically sends out the invites and reminders. This allows my admin to focus on other important tasks for me. Second, GReminders has replaced tools like Calendly and ScheduleOnce for me. I just include the booking link in my email signature, and clients can schedule appointments whenever they like. I also have the link available on my website.

Customer support has been excellent as well. They've joined Zoom calls with me to help set up new features, making the process very straightforward.

While I’d like to say I use it every day, the reality is that once I set it up, it mostly runs on its own. So, although it’s in use daily, I only need to log in about once a month.

Additionally, syncing with Outlook and Wealthbox is very smooth and easy. Review collected by and hosted on G2.com.

I'm sure they'll build this out, but I have to go in and set the time periods that i want to set my client review meetings. I'd prefer to say, first 2 weeks in February, and it just does that every time. Review collected by and hosted on G2.com.

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. The GR Sidebar is very useful.

A shoutout to the GReminders onboarding team -- they go above and beyond each onboarding call to make sure that your system is set up how you like it. It is by far the most hands-on onboarding of a new software we have received from our tech stack. Review collected by and hosted on G2.com.

The ability to limit clients booking multiple appointments and bogging down the schedule. Our advisors do not manage their own calendars, so our work around has been to receive emails when a client books with them and reach out to the client to confirm which of the spots that they have booked. Review collected by and hosted on G2.com.

GReminders is incredibly user-friendly for our small team. Our clients benefit from the straightforward reminders and our case manager's bookings can be managed so easily so that all parties can let GrReminders just do the work! When we were getting everything set up, we really appreciated being able to speak to a representative directly about all of the features. GReminders helps to ensure our office runs smoothly and everyone stays organized! Review collected by and hosted on G2.com.

I wish I could include the location of an event in the reminder (specifically office, virtual or call). Review collected by and hosted on G2.com.

GReminders is the class-leading solution that enables our financial advisor firms to put prospect and client meeting scheduling on autopilot, saving them significant time and improving client communication. It can be configured to align with how each firm does business, which makes it easier to adopt without changing existing workflows and processes. It also offers deep integration capabilities that support cross-application automation. Finally, the AI Meeting Assistant helps advisors quickly prepare for meetings and then stay fully engaged with clients during the conversation, knowing the notes will be captured. Review collected by and hosted on G2.com.

I don't really have a dislike, but I do have a caution. Because GReminders is highly configurable, you need a plan before you start configuring it. Review collected by and hosted on G2.com.

The site is to setup and navigate. The booking site has made scheduling client sessions smooth and streamlined. Review collected by and hosted on G2.com.

Nothing at this time. I will share any issues when they arise Review collected by and hosted on G2.com.

Easy to use and update to my business needs. Review collected by and hosted on G2.com.

It can be difficult to navigate the back office side. Trying to find the things I need to edit easily can be tricky. Review collected by and hosted on G2.com.

Automated reminders to clients are really helpful. So many clients book the wrong dates, or their plans change, and the reminders catch it early before it becomes a problem. Review collected by and hosted on G2.com.

Lack of flexibility to create text messages to go to client and additional number on a scheduled date. Review collected by and hosted on G2.com.

Automating an otherwise time-intensive process of scheduling clients and gathering additional information that we really like to have. Review collected by and hosted on G2.com.

Integrations with CRM and Outlook can be squirrely at times. Review collected by and hosted on G2.com.