Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
GReminders
Client scheduling, automated reminders and AI meeting notes for advisors, built into Redtail, Wealthbox and Advyzon
Tustin, CA, USgreminders.comNot yet confirmed by the company
What it does
GReminders is scheduling and meeting-automation software used by financial advisors, broker-dealers, banks, insurance agents and other professional firms. Its advisor product runs inside common wealth CRMs including Redtail, Wealthbox and Advyzon.
Clients book through scheduling links tied to existing calendars, with team round-robin, routing forms and automated client review scheduling. The system sends email, SMS and voice reminders to reduce no-shows. An AI notetaker produces pre-meeting briefs, meeting summaries, tasks and draft follow-up emails that sync back to the CRM, and higher tiers add document extraction, sentiment scoring and meeting analytics. Integrations cover Outlook, Google and Redtail calendars, Zoom, Microsoft Teams, Salesforce, Microsoft Dynamics, SmartOffice, HubSpot and Box, and the company markets FINRA-oriented security and compliance controls.
GReminders is based in Tustin, California. Pricing starts at $69 a month for the Essentials plan and $132 a month for the Business plan, with a free trial.
Best for
- Serves
- RIAs, Broker-dealers, Banks and trust companies, Insurance
Features
- Client self-scheduling links
- Automated client review scheduling
- Email, SMS and voice reminders
- AI meeting notes and summaries
- AI pre-meeting briefs
- CRM task and note sync
Pricing and deployment
- Pricing model
- Tiered
- Published pricing
- Essentials from $69/month; Business from $132/month; free trial
- Deployment
- Cloud
Integrations
- Advyzon
- Box
- Google Workspace
- HubSpot
- Microsoft 365
- Microsoft Teams
- Outlook
- Redtail
- Salesforce
- SmartOffice
- Wealthbox
- Zoom
Coverage from The Daily Network
Full coverage recordDeals and milestones
Deal Tracker- LaunchGReminders · Zocks · Jump · FMG Suite · Aidentified · WealthFeed · FMG Connect · Asset-Map · Tax Status
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