GReminders + Integrated Advisor: Simplifying the Opportunity Lifecycle
Managing opportunities effectively shouldn't require more work - it should require less. In this session, we cut through the complexity of opportunity lifecycle management and focus on what actually moves the needle.
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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
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
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
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
Giant leap forward in functionality vs. our previous booking app. GReminders high level of functionality and its configurability allowed us to fully align the application with our sales and delivery processes.
Dan Garrett - Strategy/Tech
SRG Financial Advisors
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
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