Wealthbox is happy to announce that GReminders, a reminder and online scheduling system, is now integrated to Wealthbox so that advisors can spend time on essential tasks while automating appointment scheduling and reminders. GReminders integrates directly with Wealthbox and syncs bi-directionally with Google and Microsoft calendars, resulting in increased productivity while greatly reducing costly no-shows.
View a previously recorded live webinar to learn more about the integration between Wealthbox + GReminders.
How It Works
Once Wealthbox is activated within the GReminders dashboard, advisors can begin to set up highly-customizable scheduling and meeting reminder templates. These templates will be automatically sent via email and/or SMS messaging when clients meet certain predefined criteria.
Each GReminders appointment reminder is logged as a note within Wealthbox and posted to the client record that is attached to the appointment. This is a great way to keep track of the messages that have been sent by GReminders.
The integration with GReminders can also be used to automate the scheduling of upcoming appointments. Advisors can share a link to their GReminders booking calendar, and clients choose a time that works for them. Prospective clients can also schedule an initial meeting with the first available advisor using round robin scheduling. When new clients schedule appointments with you using GReminders automated scheduling, their contact information is added instantly to Wealthbox CRM.
Mark Hill, Director of Marketing, GReminders
“GReminders builds our software for our customers and our integration with Wealthbox is a direct result of user requests,” said Mark Hill, Director of Marketing at GReminders. “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.”
Charlie Fargo, Head of Product Partnerships at Wealthbox“We welcome GReminders to the Wealthbox partner community,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “We are committed to offering advisors choice when it comes to the technology partners that seamlessly integrate with Wealthbox to help advisors run their business.”
Connect Wealthbox to GReminders and start taking advantage of this integration today!
View a previously recorded live webinar to learn more about the integration between Wealthbox + GReminders.
