recorded Webinar Integration Demos

How Advisors Use GReminders + Wealthbox to Automate Their Practices

Presented by

Join us for a previously recorded live webinar to see how enhancements to the Wealthbox + GReminders integration helps advisors streamline their processes with automation. This webinar will cover:

  1. How GReminders’ technology uses predefined criteria to customize and personalize automated reminders and scheduling messaging.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How enhancements to the integration between Wealthbox and GReminders help advisors ensure clients are ready and willing to show up to their appointments.
  4. The benefits of the Wealthbox and GReminders integration, and how to get started with ease.

Speakers

Xeaira Burkett

Partner Relationship Manager

GReminders

Andrew Ladwig

Director of Business Development

Wealthbox

“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

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