Solution introduction
Revolutionize client meeting management with our Service Model Automation
Streamlined scheduling, clear communication, and optimized client experiences powered by Wealthbox or Redtail CRM and GReminders
We automate your entire client scheduling for all meeting types, saving your ops team 100+ hours annually and reducing errors. Using GReminders with Wealthbox or Redtail CRM, we streamline workflows to fit your firm’s processes and client tier structure.
Service Model Automation is a system that automates the scheduling and management of client meetings for Financial Advisory Firms. By integrating GReminders with Wealthbox CRM or Redtail CRM, this service eliminates manual scheduling, reduces administrative tasks, and ensures a seamless, automated client meeting process.
