How Advisors Use Wealthbox + GReminders to Automate Scheduling and Appointment Reminders

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Join us for a previously recorded live webinar to see how the Wealthbox + GReminders integration helps advisors increase productivity by automating scheduling and reminders. 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 the integration between Wealthbox and GReminders helps advisors to ensure clients show up for their appointments.
  4. The benefits of the Wealthbox and GReminders integration, and how to get started with ease.


Mark Hill

Director of Marketing


Jenna Ghibaudy

Product Specialist


“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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