GReminders lets you leverage your contacts in your CRM to automate a variety of email and SMS notifications to clients around critical life events. One of the most powerful ways financial advisors use this feature is to proactively target clients approaching key age milestones. By setting up dynamic date criteria, you can automatically run bulk […]
Automating Emails or SMS messages to client to remind them its time to book their bi-annual or annual review is a major efficiency pickup for your Organization. We encourage you to read this article for how to use Bulk Sends in General. IF you are using Continued Automations, which sends clients 2-3 followup emails when […]
GReminders Client Automations Guide Overview GReminders client automations are designed to put your client notifications and review scheduling on autopilot. Getting Started Setting Up Automations Example Setup: Ongoing Automation Monitoring Automations
The GReminders Bulk Sends feature allows you to automatically invite clients to schedule their upcoming review meetings based on criteria pulled directly from your connected CRM (e.g., Redtail, Wealthbox, Salesforce, etc.). By sending a personalized booking link tied to your Event Type, clients can self-schedule at their convenience—streamlining your review process. The key to success […]
Surge Scheduling is now often a common practice in Wealth Management where financial advisors concentrate client meetings into specific, intensive periods—typically a few weeks or months each year—rather than spreading them evenly throughout the year. These “surge” periods involve back-to-back client review meetings, often 3–6 per day, several days a week, to maximize efficiency. The […]
GReminders lets you leverage your contacts in CRM to automate a variety of emails/SMS notifications to Clients around various actions. Common use cases include: These “lists” require us to “filter” the contacts we want to send to. Contacts in a certain status, category, tag group etc…. Often this criteria includes “date/calculated” Fields. Here we will […]
