Streamline Scheduling and Automate Engagements with GReminders & PreciseFP
Elevate Your Advisor-Client Interactions
By integrating GReminders, advisors can improve client communication and satisfaction. Efficient scheduling leads to timely interactions, which are crucial for maintaining strong client relationships. The seamless integration allows advisors to focus on meaningful conversations and personalized advice, rather than logistical challenges
Automate PreciseFP Engagements and Empower Your Clients to Schedule Meetings
When integrating your PreciseFP platform with GReminders, you’ll have the ability to launch PreciseFP engagements automatically when a client or prospect schedules a meeting - conversely, when integrating GReminders with PreciseFP, you’ll be able to embed scheduling links into engagement forms so clients and prospects can schedule meetings once completing questionnaires and data gathering engagements.
Loved by Users
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
GReminders is better than all other scheduling tools - period. Quite simply, set and forget your calendar booking, confirming, and rescheduling in a compliant way!
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.
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.
GReminders is a great benefit to our customers and saves time with the scheduling process. Considering the robustness of this software, it was very simple to set up and the GReminders team was very helpful in doing so.
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.
Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.
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.
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.
I love the automated scheduling with GReminders. I’ve literally spent hours of my day trying to coordinate time for a meeting. Now, I just send out a link to our online calendar and a little while later, I get a notification that an appointment has been scheduled. How easy is that!
By syncing directly with Redtail it allows us to have a scheduling tool. It's also highly customizable.
The best solution I have found for reducing no-shows. Integration with Redtail was simple and now it works every time a meeting is scheduled. I like the flexibility of sending additional reminders when clients don’t confirm…and it’s completely automated!
GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.
