GReminders for Cetera: The Modern Advisor’s Meeting Workflow
In this exclusive session for Cetera Financial Advisors, we’ll walk through how GReminders integrates seamlessly into your existing workflows - helping you automate scheduling, put your annual reviews on auto-pilot, and leverage AI to enhance the overall client experience.
What you’ll learn about:
Whether you're looking to improve operational efficiency, enhance client touch points, or simply reduce administrative busywork, this webinar will show you how GReminders can transform your day-to-day.
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Trusted by 5,000+ Financial Professionals
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.
I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.
Olivia J. Rice- Emerald City Fiduciary Group
GReminders makes it easy for me to stay organized and maintain a professional image with both current and prospective clients. I really like how much I can customize across the platform, so my clients still get the authentic experience of working with me, while it takes less time and day-to-day attention on my end.
GReminders is better than all other scheduling tools - period. Quite simply, set and forget your calendar booking, confirming, and rescheduling in a compliant way!
Matthew PontesAdvisor - Guardian Financial Group
GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.
Ally Jaymes FreemanAdvisor -
GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.
Shelley CDir Ops - York, PA
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, BFAFounding Partner - Akamai Investment Advisors SC