recorded Webinar Best Practices

Best Practices for Automating Your Annual Reviews with GReminders and Wealthbox

Presented by

Discover how advisors utilize GReminder’s “Client Automation” tool to automate the annual review scheduling process. This webinar will provide practical tips and showcase the new enhancements to the GReminders + Wealthbox integration, showing you how to automate tasks, enhance efficiency, and improve client satisfaction.

This webinar covers:

  1. How the GReminders AI notetaking tool captures and organizes client interactions for easy access and reference.
  2. How GReminders works with Wealthbox contact criteria to automate your annual review process.
  3. How to set up automated reminders and follow-ups for annual client reviews to enhance your Wealthbox CRM experience.
  4. Tips and strategies for maximizing the effectiveness of Wealthbox and GReminders in your workflow.

Speakers

Xeaira Burkett

Partner Relationship Manager

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

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