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. 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.
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. You can also download a full set of every reminder sent by our software under our usage log. You’ll stay organized and satisfy your compliance department’s archiving requirements when using GReminders.
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 CRM. It can’t get much easier.
If you prefer to schedule appointments directly onto Google Calendar or Microsoft Outlook/Office 365 Calendar, simply invite your Wealthbox contact as a guest to an event. GReminders will import the Contact’s name and phone number from Wealthbox, allowing you to automate personalized SMS, email or voice reminders.
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