Proactive Client Engagement with GReminders + Wealthbox
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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
That is quite robust software.
Robert Rafano, CFP - Principal
Financial Foundation Services
I love that GReminders has made scheduling so much easier, especially the fact that they create and send the Zoom link out automatically. My scheduling productivity has increased dramatically since we have started with them. We love GReminders and use it all of the time!
Joella R - Client Experience Specialist
LifeWealth Group
GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.
Ally Jaymes Freeman - Advisor
Its simple, easy to use platform. Support is amazing! There are so many features that make it easy for clients to schedule appointments with our advisors in addition to the automation
Nathan Knight - Operations Manager
Faithward Advisors
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
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