Zapier in Action: Automating Advisor Workflows with Hubly + GReminders
In this live session, we’re connecting Hubly and GReminders with Zapier to show you how advisors are building workflows that literally run themselves.
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Trusted by 5,000+ Financial Professionals
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
Vivien Enders - AAMS, CRPS
Modern Strategy Investments
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
If I were to pull up my metrics from Calendly, it was a 5% or less usecase for scheduling. And then you had none of the notetaker capacity, follow-ups, communicating with my team, check a box and push it through to the CRM. I don't think there's much of a comparison anymore.
Erin Crumly - President
Troxell Financial Group
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
The integration with Redtail is by far one of the most advanced in our tech stack, as well as the automatic reminders and personalization to fit our firm's branding and operations. We use the features daily and has reduced the admin communication time tremendously.
Olivia S - Client Experience Coordinator
Infinity Tax & Financial Planning
Saves us so much time scheduling clients. Not only does it allow clients to schedule themselves, but with our booking calendar linked directly to new client intake forms, the advisors walk into every meeting prepared. It’s been a huge time saver for staff and speeds up the onboarding process of new clients.
Gavin F - Financial Advisor
Boston, MA
We have gotten great feedback from our clients on how easy the system is to use. We have also seen an improvement in our attempts to schedule with difficult to reach clients.
Jamie Hanson, BFA - Founding Partner
Akamai Investment Advisors SC
The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.
Madelyn Marks
Elite Income Advisors
The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?
Ronda Warner - VP Operations
Park Edge Advisors LLC
GReminders app is awesome! Using it right now in a conference. Thank you!
Chris Morrill - Director
Frandsen Morrill Advisors
