SMS Appointment Reminders for Financial Advisors

SMS Appointment Reminders for Financial Advisors

Remind Busy Clients of Their Appointments

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.

Use Automated Scheduling

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.

Update Your Team with Personal Reminders

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.

Keep Compliance Happy with Detailed Logs

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.

Use with Your Favorite CRM

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.

Learn more about Redtail Integration

GReminders is the perfect solution for Financial Advisors.

You can begin putting an end to your no-show problem 5 minutes from Now.

Loved by Users

Rated Top Appointment Scheduling App by G2 Crowd
Rated Top Appointment Scheduling App by Gartners Capterra
Rated Top SMS Appoinment Reminder App by Google Gsuite Workspace Marketplace