Are your clients busy individuals? If they are availing themselves of your services, chances are your clients have hectic schedules. Why take the chance they may forget their appointment with you? Use GReminders text message reminders to ensure clients show up for their meetings. Set up is quick and easy, and you’ll stop wasting time and money on no-shows.
Many of your clients will attend meetings with their spouses. Scheduling meetings with multiple individuals can be a nightmare. Instead of you or your staff wasting time going back and forth to find a time to meet, share your online scheduling calendar from GReminders and allow couples to see your availability and then schedule at their convenience, complete with YOUR branding.
Whether your team consists of a single registered assistant or includes multiple advisors, CPAs, and attorneys, GReminders intelligent reminder system can help you update specific colleagues and staff on upcoming appointments. Have a client coming in who needs to update a will? Our system can detect that in the event description and then automatically notify your estate planning attorney to join you for the meeting.
Most compliance departments require financial advisors to keep records on all communications with clients. GReminders can help. We log every reminder you send to your clients. You can view them online or download them for your files. Your compliance department will love it.
GReminders integrates directly with the two most popular CRMs for financial advisors, Redtail and Salesforce. This means you can start using GReminders right away without any change management! Our integrations are simple to set up and allow you to begin automating your client reminders and online scheduling in minutes.
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!
— Warner - CFP
San Diego, CA
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
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!
— Mike L - Financial Advisor
New York, NY
Life Saver during Tax Season. Like Hiring an assistant for a fraction of the cost.
— Samuel - CPA
New York, NY
GReminders not only helped us reduce no-shows, but we also noticed a huge improvement with clients showing up for their appointments on time. That was one of the biggest issues in our office.
— Dixon - CPA