It gives me such peace of mind to know my clients are getting their reminders! It's reduced my workload as a small business owner which is allowing me to take better care of my clients and employees! Could not be happier with this service, and it's so affordable!

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.

Texting reminders is great which I need to remind me of calls.