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GReminders

By GReminders SMS Reminders

AI Powered End-to-End Meeting Management Platform for Financial Advisors

Starting at $33   USD/user/month

Discounts available for nonprofits

Industries
Financial Services
Healthcare & Life Sciences
Professional Services
Business Need
Productivity
Requires
None
Compatible With
Sales Cloud
Financial Services Cloud

GReminders is the ONLY AI-powered end-to-end meeting management platform BUILT for Financial and Professional Services.

  • Send SMS reminders to your Salesforce leads and contacts & automate your scheduling with GReminders

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready
Languages
English
This solution is API only and doesn't have an interface

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/03/2023

Additional Details

GReminders is the ONLY AI-powered end-to-end meeting management platform BUILT for Financial and Professional Services. Our online scheduling and integrations are built exclusively for Salesforce. Eliminate No-Shows - Send reminders via SMS / Email / phone, or Follow-ups. Works with Salesforce, Salesforce FSC, Quivr, Practifi, XLR8, SS&C’s Elements, etc. Our powerful AI Assistant can be utilized as a Notetaker, or to send follow-up emails and generate pre-meeting briefs. Utilize Ask Anything or Do Anything within Salesforce, saving time searching for client information or creating tasks. GReminders works HOW YOU WORK, using your EXISTING systems, and focuses on simplicity and service! Give it a Try today for Free! GReminders serves independent RIAs and some of the largest broker-dealers in the industry such as Osaic, Cambridge, Kestra, etc.

Need help?

GReminders SMS Reminders

GReminders offers support via email, online chat and provides one-on-one setup assistance during your trial.

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