Scheduling Built for Financial Advisors | GReminders

Scheduling Built for Financial Advisors

Vivien Enders AAMS®, CRPS®

GReminders is like having a scheduling assistant.

My assistant used to have to link appointments to the contact in our CRM, kick off workflows, then call to confirm appointments. We have eliminated all those processes.

GReminders automatically links to the contact in our CRM, kicks off workflows, then sends texts and emails to the client regarding appointment time and location. Clients can respond to confirm or reschedule right from the text. No more calls or texts from clients for virtual meetings saying, “I can’t find the link”. GReminders sends the link 15 minutes before virtual appointments.

GReminders is the best scheduling tool we’ve ever used. It saves us so much time.

Vivien Enders AAMS®, CRPS® Financial Advisor, Modern Strategy Investments

Save Time with Automated Scheduling

Allow your clients to schedule themselves directly onto your calendar using GReminders automated scheduling system integrated with your CRM:

  • Native CRM/Calendar w/ Redtail, Wealthbox, Salesforce, Hubspot, Outlook and Google Calendar.
  • Add New Contacts to your CRM when they schedule with you.
  • Launch Workflows automatically.
  • Create Opportunities automatically.
  • Automate Client Review Scheduling.
  • And so much more!

Remind Busy Clients with SMS Text Reminders

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.

Put Your Annual Reviews on Auto-Pilot

Automate your annual review process using GReminders’ Client Automations. Our deep integration with your CRM allows you to set up ongoing client notifications and invite clients to schedule their next quarterly or annual reviews. GReminders tracks the status of clients who haven’t scheduled and sends additional notifications until the meeting is booked.

Use the same automation to wish your clients a happy birthday or anniversary. Send notifications of milestone events, including Social Security, tax events, RMDs, and more.

Our Client Automations will save hours of work every week while ensuring you stay connected with ALL of your clients on a regular basis.

Schedule Teams or Group Events

GReminders includes Round-Robin team scheduling for initial consultations, All Together team scheduling so two or more advisors can meet with clients, and Group Scheduling for seminars or webinars.

Use our Routing Forms to direct clients to the right advisor’s booking calendar or for pre-qualifying prospective clients.

Embed booking calendars and routing forms directly onto your website and customize colors for a seamless look and feel.

Stay Compliant with GReminders

We know that staying compliant is important. When you use GReminders Direct CRM integration, all your reminders can be written back to your CRM under the contact record.

In addition, reminders messages are archived in GReminders up to 5 years with the ability to download a copy anytime for on-premises archiving.

Finally, GReminders includes an option for 3rd party archiving and e-discovery with companies like Smarsh, Global Relay, Veritas and others.

Direct Integration with Your CRM

GReminders is the ONLY scheduling and reminders app with DIRECT integrations to Redtail and Wealthbox CRMs. We also offer DIRECT integrations with Salesforce and HubSpot.

If you haven’t experienced the advantages of a direct CRM integration (which is far superior to indirect syncing utilized by companies like Calendly), you need to schedule a demo now to discover the difference.

Learn more about Redtail Integration

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