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

Tuesday, Jan 31, 2023 at 2:00 PM ET

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Join us for a 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.

Speakers

Mark Hill

Director of Marketing

GReminders

Jenna Ghibaudy

Product Specialist

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