Wealthbox + GReminders

Modern CRM integrated with automated scheduling and appointment reminders for increased productivity.

Get Started Free

Overview

GReminders provides financial advisors and their teams with the ability to automate scheduling and appointment reminders, resulting in increased productivity while greatly reducing costly no-shows.

GReminders integrates directly with Wealthbox and syncs bi-directionally with Google and Microsoft calendars eliminating the hassle of setting up third-party connections. Advisors can now use the integration to automate customized scheduling and reminder messaging while seeing status updates within a client record.

Once Wealthbox is activated within the GReminders dashboard, advisors can begin to set up highly-customizable scheduling and meeting reminder templates. These templates will be automatically sent via email and/or SMS messaging when clients meet certain predefined criteria
Prospective clients can also schedule an initial meeting with the first available advisor using Round Robin Scheduling. When new clients schedule appointments with you using GReminders automated scheduling, their contact information is added instantly to Wealthbox CRM.

Resources

Upcoming webinar

Scale Your Practice Without Scaling Your Workload

Sign up now

Blog post

GReminders Integrates with Wealthbox to Automate Scheduling and Appointment Reminders

Read more
A headshot of Mark Hill, Director of Marketing at GReminders
“GReminders builds our software for our customers and our integration with Wealthbox is a direct result of user requests. They love the powerful features of Wealthbox and the convenience and effectiveness of GReminders, so it was a natural decision for us to partner with Wealthbox and give our mutual users the best of both worlds.”

Mark Hill, Director of Marketing, GReminders

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo