Automate Your Scheduling & Send SMS Appointment Reminders to Your Wealthbox Contacts.
Automate Your Scheduling
Stop the back and forth associated with scheduling and allow clients to book their own appointments with you online. You’ll save valuable time and always have the option to schedule meetings yourself without any change in your workflow.
When new clients schedule with you, their contact information is automatically added to Wealthbox. It can’t get much easier.
Remind Your Wealthbox Contacts to Show-up for their Appointments.
With your Wealthbox account synced to Google or Outlook/Office 365 calendars, simply create an event in Wealthbox and GReminders will send SMS, Email or Phone Call reminders to your clients based on their Contact Record in Wealthbox.
GReminders is setup and forget software. Once you’ve set up your reminder templates, it just runs in the background, reminding your clients of their appointments.
Trigger Wealthbox Workflows from GReminders
Launch one or more Wealthbox Workflows from GReminders automatically when clients schedule appointments with you using GReminders's online scheduling. Trigger different Workflows for different activities.
This is your opportunity to automate the entire process from Scheduling to Workflows to Reminders. Setup once in GReminders and it all runs in the background to keep your office running at peak efficiency.
Reminders are Written back to Wealthbox as Notes
Keep track of your reminders in Wealthbox. When GReminders sends a reminder to your prospects or clients, a record of the reminder is written back to Wealthbox as a note.
Stay compliant with thorough record keeping using GReminders and Wealthbox together. Compatible w/ Smarsh, Global Relay and others...
Automate Your Follow-ups with AI Notetaker
- Automatically Joins Calls on your Calendar, or…
- Manually Invite
- One Button Record for In-Person Meetings
- Provides AI Meeting Summaries
- Automatic Task Assignments
- Generate Follow-up Emails to Clients
- Works with Zoom, MS Teams, Google Meet, GoToMeeting, and WebEx...
Loved by Users
We really enjoy GReminders. Everything so far has been great and modifications that we've asked for have been great as well. Makes my job a lot easier.
I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.
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.
GReminders is by far the best product in our tech stack.
Easy to use and great support! Simple to set up and maintain. Support staff is very responsive and extremely helpful. They are quick to correct errors or assist with tips to self-correct.
It's truly transformed the way I handle my post-meeting process. The Notetaker AI's ability to understand and organize my notes with such precision is remarkable. Highly recommended!
The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.
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.
Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.
GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.
The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?
That is quite robust software.
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.
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.
