GReminders: A single solution for the meeting lifecycle Meetings begin with scheduling and offering multiple ways for prospects and clients to get on your calendar. The GReminders sidebar extension is just a click away and offers a variety of ways to share meeting links, schedule for clients, or create one-off events on the fly for […]
GReminders can be used to easily remind your staff, team, contractors, or employees using sms or text reminders to show up to scheduled meetings. There are a few ways that this can be done, you can simply put your staff’s phone number in the event on your calendar and it will send them a reminder […]
Thank you for trying GReminders the following is a quick overview of our software to help you get started. Let’s start with your Google or Outlook calendar where you keep your schedule you can see the same appointments that are on your calendar are on the main screen of GReminders. To get to this screen […]
Greminders client automations are designed to put your client notifications and review scheduling on autopilot. To start using client automations, click on Bulk Sends under the Management menu. Bulk sends are available to users subscribed to the Greminders business plan; you’ll have to request access to the feature. Bulk sends are intended to automate communications […]
A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation. This includes things like remembering back to the last conversation, collecting notes and making themselves refamiliar with the client or prospect. What does their portfolio performance look like? Or how have recent market events affected their thinking. Did […]
Listen to our CEO discuss Fintech, Productivity and the Future of AI and Automations on the PayPod Payments & Fintech Show Podcast: Enjoy!
Strategic Partnership Aims to Streamline Operations and Boost Efficiency for over 10,000 Financial Professionals Los Angeles, CA – June 10, 2024 — GReminders, a leading provider of online scheduling and process automation technology, has announced a strategic partnership with Osaic, one of the nation’s largest providers of wealth management solutions. This collaboration aims to bring […]
We have all been guilty of forgetting to do the things we need to remember to do. With more competition for our attention than ever before, simple tasks like waking up on time, paying bills and taking medication can easily fall by the wayside. In 2024 there are endless “solutions” to this problem. But few […]
WealthManagement.com published the results of a shocking survey conducted by YCharts in February 2024. The survey indicated more than half of advisory clients either left their financial advisor or considered leaving their advisor in 2023. In fact, they were so shocked by the results that they conducted the survey a second time and confirmed the […]
In the client management world, effective communication is the cornerstone of success. Enter GReminders, the trusted ally for appointment scheduling and reminders. But hold on—there’s a twist! GReminders has just released a VERY big update to one of its features and it’s all about how to streamline client communications. If you’re an existing user, you may have utilized […]
