GReminders integrates directly with Wealthbox CRM to allow financial advisors the ability to automate scheduling and appointment reminders. Our direct integration runs completely in the background, set it up and forget it. When you schedule an appointment with Wealthbox contacts, whether manually or using our automated scheduling system, your contacts’ information is imported into GReminders and SMS Text, Email or Voice Call reminders will be sent per your instructions. Just sync Wealthbox with Google Calendar or Outlook Calendar, and everything works seamlessly. You can set up your GReminders integration in seconds or ask for a free demo first. Either way, our Customer Success Team is there to help you understand how you can get the most out of our system. Your compliance department will love us. We archive every reminder on our system, writeback a copy to Wealthbox, all while running on FINRA approved servers.<\/p>\n","protected":false},"excerpt":{"rendered":"
GReminders integrates directly with Wealthbox CRM to allow financial advisors the ability to automate scheduling and appointment reminders. Our direct integration runs completely in the background, set it up and forget it. When you schedule an appointment with Wealthbox contacts, whether manually or using our automated scheduling system, your contacts’ information is imported into GReminders […]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18],"tags":[],"class_list":["post-8580","post","type-post","status-publish","format-standard","hentry","category-wealthbox"],"yoast_head":"\n