GReminders vs. Calendly For RIAs
- Jeffrey Rusin
- Oct 24, 2024
- 4 min read
With automation becoming the backbone of client service, the need for seamless scheduling solutions integrated with CRMs like Wealthbox and Redtail CRM has never been greater. When choosing a scheduling platform, financial advisors often debate between GReminders and Calendly—but if your firm is looking for true CRM integration and operational efficiency, GReminders is the obvious choice.
Calendly: Popular, But Limited for RIAs
Calendly is widely known for its ease of use, making it a top pick for professionals across industries. However, financial advisors need more than just a calendar tool—they need an integrated solution that aligns with their CRM and service model.
Calendly Strengths:
User-Friendly Interface: Calendly is easy to set up and use.
Basic Automations: Helpful for setting up reminders and notifications.
Widely Known: Clients are often familiar with Calendly, easing the onboarding process.
But here’s the problem: Calendly lacks deep integration with Wealthbox or Redtail CRM. For firms that manage hundreds of clients, the inability to fully sync meetings and automate workflows within their CRM introduces human error, missed follow-ups, and broken processes—exactly the kind of problems that lead firms into what we call the RIA Disaster.
GReminders: Purpose-Built for Financial Advisors
GReminders isn’t just another calendar tool—it’s an automation engine purpose-built for RIAs, transforming the way firms manage client relationships through direct CRM integration. For advisors using Wealthbox or Redtail, GReminders goes beyond surface-level scheduling and becomes a critical component in automating client service.
Why GReminders is the No-Brainer:
Seamless Wealthbox and Redtail CRM Integration: GReminders integrates directly with both Wealthbox and Redtail, automatically syncing events, tasks, and notes. When a client books a meeting, it’s not just scheduled—GReminders triggers the appropriate workflows in the CRM, ensuring all steps leading up to the meeting are executed without fail. No more manual data entry or missed tasks.
Service Model Automation Built-In: GReminders allows financial advisors to automate their entire service model, from onboarding to annual reviews. Meetings are automatically booked according to each client’s tier or engagement model, and reminders are sent without any human intervention. The result? A flawless client experience that scales with your firm’s growth.
Eliminate Client Communication Breakdowns: 72% of clients leave their advisor due to lack of communication. GReminders helps eliminate that risk by ensuring consistent, automated follow-ups. Every booked meeting triggers workflows within Wealthbox or Redtail to review the client’s portfolio beforehand and send post-meeting action items, delivering proactive service every time.
Reduce Human Error and Stress: With Calendly, advisors have to manually manage workflows in their CRM. GReminders removes the guesswork by automating the process, reducing the risk of errors. This isn’t just about efficiency—it’s about stress reduction for both the firm and its clients.
Scalable and Customizable: GReminders adapts to your service model, client segmentation, and internal processes, ensuring that whether you’re running quarterly reviews, prospecting meetings, or onboarding calls, your firm stays ahead of the curve.
A Real-World Example: Automating Annual Reviews with GReminders
Imagine this: Your firm breaks down the entire client base, staggering meetings throughout the year to align with your workload. With GReminders in place, meetings are automatically scheduled and added to the CRM, where relevant workflows are triggered instantly. Each time a client books, their advisor is notified, the CRM is updated, and pre-meeting prep steps are assigned—ensuring everything runs like a well-oiled machine.
Calendly simply cannot match this level of CRM integration and process automation. The time spent manually updating tasks and workflows in the CRM adds up—and that inefficiency translates into lost business opportunities and strained relationships.
Why GReminders Wins Every Time for RIAs
For financial advisors using Wealthbox or Redtail CRM, the decision is clear: GReminders is the only scheduling tool that provides the deep integration, automation, and scalability needed to thrive. Calendly may work for general professionals, but it lacks the built-in tools financial advisors need to avoid the RIA Disaster. With GReminders, your meetings, workflows, and reminders are connected—saving time, eliminating errors, and improving your client service.
The Verdict
If your goal is to create a repeatable, scalable operation that runs like a machine, GReminders is the no-brainer. By automating your service model, ensuring seamless CRM integration, and reducing human error, GReminders helps your firm stay on track and deliver superior service to every client.
It’s time to leave outdated tools behind and make the switch. Your future self—and your clients—will thank you.
Take Your Firm to the Next Level with Us
Tired of manual scheduling slowing your firm down? We specialize in automating your service model using GReminders and integrating your scheduling process with your CRM. Whether you use Wealthbox or another system, we’ll align your technology to ensure meetings happen on time—without the hassle.
Our expertise ensures your firm’s service model runs smoothly with:
Automated scheduling that aligns with your service tiers
Seamless CRM integration to track meetings and launch workflows
Bulk meeting invites sent automatically to clients
Minimized human error, so nothing slips through the cracks
It’s time to remove scheduling headaches and improve client service. Schedule an Intro Meeting with us today to learn how automation can transform your operations and free up your team to focus on what matters most.
