GReminders

GReminders is an AI-powered, end-to-end meeting management platform purpose-built for financial and professional services firms, ranging from independent advisors and small practices to mid-market organizations. At its core, the platform combines enterprise-grade online scheduling with automated client reminders delivered via SMS, email, or phone call, directly solving one of the most costly problems in client-facing industries: no-shows and missed appointments. GReminders integrates natively with Google Calendar, Microsoft Outlook, Office 365, Exchange, Redtail, and Wealthbox, and connects with major CRMs including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, and Wealthbox, making it easy to layer onto existing workflows without disrupting established systems. Beyond scheduling and reminders, the platform includes an AI Notetaker that can join in-person, virtual, and phone meetings to generate summaries, action items, and automated follow-up emails, while an AI Assistant lets users query their CRM, create tasks, and manage workflows using natural language commands. Client automation features allow teams to put recurring touchpoints—such as annual reviews, birthday outreach, and milestone follow-ups—on autopilot, freeing advisors and relationship managers to focus on high-value client interactions. With a highly rated ease of use, deep configurability, and a free tier available, GReminders is particularly well-suited for financial advisors, wealth managers, insurance professionals, and other client-facing practitioners who need a reliable, compliant-friendly scheduling and communication solution that works within the tools they already use.