PreciseFP Announces Integration with GReminders - PreciseFP

PreciseFP Announces Integration with GReminders

We are excited to announce a new integration with GReminders.

We all know that one of the most critical forms of communication between an advisor and an investor is the meeting. Whether it’s to discuss strategy, review portfolios, or provide updates, meetings are essential. But let’s be honest—scheduling those meetings can often feel like a game of back-and-forth.Thanks to technology, that hassle is a thing of the past.

The GReminders calendar is now included in the Calendar Embed element for Form Templates in PreciseFP!

This new feature allows advisors to incorporate a seamless scheduling experience directly within their lead magnets and fact finders, eliminating the back-and-forth of meeting scheduling. The system will automatically fetch the name and email of the engaged contact, ensuring a smooth and personalized experience.

“We’re thrilled to integrate GReminders with PreciseFP, enhancing the client engagement process for advisors. This integration allows for more efficient scheduling, ultimately improving client communication and satisfaction,” said Richard Thoeny, Executive Vice President – Product Strategy for PreciseFP.

Live Demo
Date: June 11 Register for the Demo

For more details on adding GReminders to your templates, visit our help article.

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