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.
“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.”
Director of Marketing, GReminders