GReminders
Meeting scheduling and reminder platform with an AI notetaker for advisors.
greminders.comGReminders combines online scheduling, text and email reminders, CRM automation and an AI notetaker for advisors and other client-facing professionals. In July 2025 it announced a Do Anything assistant for advisor tasks.
The company's site lists financial advisors, broker-dealers, banks and credit unions and insurance firms among its users.
What it does
- Online scheduling
- Text and email reminders
- AI notetaker
- CRM automation
- Pre-meeting briefs
Works with
Integrations
- Google Calendar
- Outlook
- Microsoft Exchange
- Redtail
- Wealthbox
- Salesforce
- HubSpot
- Advyzon
- SmartOffice
- Zoom
- Google Meet
- Microsoft Teams
As listed by GReminders.
Coverage
- Jump links FMG Connect content to post-meeting follow-up for advisors
Financial ADVSR, Oct 19
Others in AI tools
All AI tools vendors- ContinuumAI client-servicing workspace for Canadian advisors, built on meetings and CRM data.
- FastTrackr AIAI platform for advisor transitions, onboarding and document intake.
- Finmate AIAI notetaker and agent-development platform for financial advisors.
- FocalAI meeting assistant for financial advisors, with a focus on Canadian firms.
- HazelAI platform from Altruist for advisor meeting capture, planning and follow-up.
- JumpAI meeting assistant and workflow platform for financial advisors.