Zapier in Action: Automating Advisor Workflows with Hubly + GReminders

It's reduced our follow-up work by 85%. And now, rather than having two appointments a day and going home exhausted, I could have more appointments. It's like nitroglycerin in a racecare.

Jeff Moormeir - Founder
Emerald City Fiduciary Group

This has been a very user friendly site for clients. I've had good feedback. It saves time that it is linked to my Zoom and also sends links for meetings. Has been a great time saver and made it more convenient for clients to connect.

Stephanie L - Financial Advisor
Osaic Wealth

I was so impressed how it blew all the competitors away, that I set out to do everything I could to help them become an approved Osaic vendor. It's simple, it integrates with the important tools financial advisors use, and it saves advisors a significant amount of time and money. You can stop looking for the best online scheduling tool, you have found it.

Jerry Boda - CFP
Boda Financial

Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.

Geryl Winterowd - COO
Guardian Financial Wealth

Great Scheduling and AI software in one combined package. Great support team to troubleshoot any issues that arise. Great training and support to set up GReminders.

Dave Luck, CPA CFP
Advisor Financial

Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.

Edward Garibay - Investor Relations
Rastegar Capital

Clients have found it is easy to choose an appointment time that works well for them. I am excited about using the appointment reminder features. In the past we had our team members calling clients to remind them of an appointment time. Now we are able to have this process automated

Rebecca G - Exit Planning Advisor
Financial Clarity