GReminders + Wealthbox: The Psychology of Showing Up: Why Clients Miss Meetings and How to Fix It

I love it! Affordable and Simple. GReminders solves our problems of playing phone tag with clients. I love that my clients get a reminder and I can send one to myself as well.

Belen Sanchez - CEO
Belen Sanchez Insurance

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

We appreciate GReminders and the ease of use, and how it connects to our contact management system. Links perfectly, no mistakes, no issues, it's been wonderful to use and seamless.

Julie Zemke - Director
Magnetic North Advisors

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

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

GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.

Ally Jaymes Freeman - Advisor

This is like phenomenal, GReminders has been great for my business.It has helped with our workflow. I'm able to send the email out for the annual reviews. How easy is that. It's so easy.

San Juanita Murphy - Advisor
360 Financial