Strategic Partnership Aims to Streamline Operations and Boost Efficiency for over 10,000 Financial Professionals Los Angeles, CA – June 10, 2024 — GReminders, a leading provider of online scheduling and process automation technology, has announced a strategic partnership with Osaic, one of the nation’s largest providers of wealth management solutions. This collaboration aims to bring […]
We have all been guilty of forgetting to do the things we need to remember to do. With more competition for our attention than ever before, simple tasks like waking up on time, paying bills and taking medication can easily fall by the wayside. In 2024 there are endless “solutions” to this problem. But few […]
WealthManagement.com published the results of a shocking survey conducted by YCharts in February 2024. The survey indicated more than half of advisory clients either left their financial advisor or considered leaving their advisor in 2023. In fact, they were so shocked by the results that they conducted the survey a second time and confirmed the […]
In the client management world, effective communication is the cornerstone of success. Enter GReminders, the trusted ally for appointment scheduling and reminders. But hold on—there’s a twist! GReminders has just released a VERY big update to one of its features and it’s all about how to streamline client communications. If you’re an existing user, you may have utilized […]
In the dynamic world of online appointment scheduling and business management, GReminders has emerged as a beacon of reliability and excellence. The recent recognition by G2, a leading peer-to-peer review site, is a testament to our platform’s unwavering commitment to our users. GReminders has been honored with multiple awards, each underscoring a unique aspect of […]
When someone fails to show up for their meeting, they have wasted your time and ultimately cost you money. If you scheduled the appointment for someone else in your office and the prospect or client didn’t show, it can reflect negatively on you, regardless of who’s really at fault. GReminders automated reminders will reduce the […]
Introducing GReminders’ Chrome/Edge Extension. What is It? Its a companion “app” that resides in your Chrome and Edge Browser (other browser support is coming), that allows you access to quick actions. We call it the GR Sidebar. As you know, GReminders tries to be a “background” application, which generally, once setup, just works in the […]
Every Business is different and unique. At a high level businesses in one industry are similar, but when you dig down a layer or two you will see many unique aspects to that business. This is also what differentiates one business from its competitors. When you decide to purchase any “System”, there is significant value […]
In the wake of another remarkable year for GReminders, our heartfelt appreciation goes out to you—our users, partners, and collaborators—who are the driving force behind our success. This year’s achievements wouldn’t have been possible without your unwavering support In a pivotal moment October of 2022, we unveiled our integration with two major CRMs in the […]
Any successful business owner knows customer service is more than selling products, facilities, and skills. Just as important is providing a high-quality service. This involves not merely product/ service delivery but communication and presentation – the customer experience (CX). And it starts with that first contact with a customer. That first meeting or appointment. For […]
