Business Wire published GReminders’ announcement that it is now an official integration with FMG Suite, connecting its AI-powered scheduling and workflow engine to FMG Suite’s website forms, client data, and communication tools through FMG Connect. The integration targets three moments: instant prospect booking through GReminders routing forms on advisors’ FMG Suite websites, fewer no-shows through reminders sent over MyRepChat’s compliant SMS, and automated annual and bi-annual client review invitations triggered from CRM data.
GReminders CEO Arnulf Hsu said, “Advisors shouldn’t have to act as the middleman between their systems.”
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FAQ
Q: What did GReminders and FMG Suite announce?
A: GReminders announced it is an official integration with FMG Suite. The partnership connects GReminders’ scheduling and automated workflow engine with FMG Suite’s website forms, client data, and communication ecosystem, including MyRepChat’s compliant messaging, to create an enterprise-ready meeting framework for financial advisors.
Q: What is GReminders?
A: GReminders is an AI-powered, end-to-end meeting management platform built for financial advisors. According to the announcement, it handles the full meeting lifecycle, from first outreach and scheduling to meeting prep and post-meeting action items, and can save advisors up to 600 hours per year. GReminders says it is approved by broker-dealers including Osaic and Cambridge.
Q: How does the integration help advisors book more prospect meetings?
A: Prospects book directly through GReminders routing forms embedded on an advisor’s FMG Suite website, replacing static “Contact Us” forms. GReminders routes each prospect to the right advisor by availability, territory, or specialty. Meetings land on the advisor’s calendar and sync with Redtail, Wealthbox, or Salesforce without manual data entry.
Q: How does the integration reduce no-shows and automate client reviews?
A: GReminders’ automation combined with MyRepChat delivers reminders by compliant SMS, with custom email and SMS sequences that share agendas, intake questionnaires, or directions. GReminders also monitors CRM fields and interaction dates to trigger annual and bi-annual review invitations with a one-click scheduling link. Bryan Eshelbrenner, VP of Integration Partnerships at FMG, said “GReminders is the most requested meeting assistant integration among MyRepChat users, and now the two work together.”
Q: What is FMG Connect?
A: FMG Connect is FMG Suite’s integration layer that lets partners connect to the FMG platform through its API library. Eshelbrenner said it “gives partners like GReminders a way to plug into the FMG Suite workflows advisors and firms already use.” Current options are listed on the FMG integrations page.
Q: Is the integration available to every advisor?
A: The integration is approved for use, with select broker-dealer reviews still in progress, so advisors should check with their broker-dealer for availability. Advisors can learn more on the GReminders FMG Suite integration page.
