GReminders, New York, NY (2026)

Name: GReminders
Address: New York, NY, US
Telephone: +13473893845

09/10/2026

We've partnered with FMG Suite as an official launch partner for FMG Connect, their new integration and orchestration layer trusted by 80,000+ financial professionals!

Together, we mapped out the core meeting workflows advisors deal with every day - bringing together GReminders' scheduling engine, FMG's website forms, and MyRepChat's compliant messaging into one connected experience.

With the new integration, you can:
🚀 Book prospects instantly: Visitors on your FMG website book directly through GReminders, get routed to the right advisor, and land straight on your calendar with CRM sync
📊 Work from unified client data: your scheduling and workflows stay in sync with FMG's client data ecosystem, plus pre-meeting prep sequences
🔁 Automate review cadences: GReminders tracks clients due for an annual review and triggers personalized outreach with a one-click booking link
💬 Communicate compliantly: MyRepChat's compliant messaging keeps client communication covered

Read more here!: https://www.greminders.com/articles/greminders-fmg-announce-strategic-partnership/?utm_source=linkedin&utm_medium=post&utm_campaign=fmg

08/25/2026

📣 GReminders is a ThinkAdvisor Luminaries Awards Finalist! 📣

We're excited to be finalist in not one, but two categories!:
✅ AI Innovation & Impact
✅ Technology Platforms, Products & Services – Operations

This recognition reflects our mission to help financial advisors save time and deliver a better client experience. From AI-powered scheduling and meeting notes to CRM automations that keep Advisor practices focused on what matters most: their clients.

We're honored to be recognized alongside so many other innovators shaping the future of Financial Services.

Thank you to our incredible team, partners, and the advisors who trust GReminders every day. 🙌

Learn more about the finalists here: https://events.thinkadvisor.com/luminaries-awards/2026-finalists

06/15/2026

📣 We're exciting to announce our latest feature - Meeting Scorecards! 📣

Wealth management firms are sitting on a goldmine of conversation data. Most of it disappears the moment a meeting ends.

Meeting Scorecards change that. Every client conversation is automatically audited against your firm's priorities:

✅ Accelerate advisor coaching with structured, timestamped feedback
✅ Track whether revenue initiatives like tax planning or insurance reviews are actually being presented
✅ Qualify prospects objectively — screening for assets, fit, and first-year revenue potential

No more relying on shadowing or subjective feedback. Just structured, consistent data from every client conversation.

LEARN MORE: https://www.greminders.com/articles/meeting-analytics-scorecards/?utm_source=socialmedia&utm_medium=post&utm_campaign=scorecards

05/13/2026

The difference between a mediocre AI output and a brilliant one often comes down to a single thing: how you prompt! Check out this video by our Director of Product Implementation, Xeaira Burkett, on how to create a Framework for your prompting to maximize outputs.

Ready to get started with GReminders AI? Check us out here: https://www.greminders.com/solutions/financial-advisors?utm_source=linkedin&utm_medium=linkedinpost&utm_campaign=linkedinmarketing

05/11/2026

📣 ATTN GREMINDERS CUSTOMERS! 📣

We are now offering our Office Hours Support Session on TUESDAY'S!

Join our weekly live support session designed to help you get the most out of GReminders.

Bring your scenarios, challenges, or “how do I…?” questions and we’ll walk you through solutions, best practices, and tips. You’ll also have the chance to hear from other GReminders users and learn from their experiences.

REGISTER HERE: https://events.zoom.us/ev/AkxBjum1Gzt_2Zro_qPy-uxoCxJjpg-zF2YXqXikolXXyqIhVa78~Ao6bx3t8j5zC3w7L7Yk6206hCZILTosplDSIKXluKvPmfT_P61ik55u5CA

Address

New York, NY

Telephone

+13473893845

Website

https://www.greminders.com/

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