WhatsApp reminders for financial advisersReminded.
Paperwork
in hand.

Booked is the start. The reminder follows on its own.

Whether a client books through your link, first consultation or financial analysis, in person or by video, or you enter the annual review yourself: every booking sends the confirmation, and the reminders are scheduled. No account, no app, no typing.

Reminded. And with payment up front, doubly safe.

For a financial analysis with payment up front through Stripe, the price is already in the confirmation. The reminder names time, place and documents, and whoever can't make it writes back before the 90 minutes go to waste. The slot opens up straight away.

Booked by phone. Confirmed on WhatsApp.

Appointments the AI phone assistant takes while you're in a consultation run like every other booking: confirmation straight away, a reminder before the appointment. Whoever called because they didn't want to type still gets the WhatsApp with date, time and video link.

From your number. In your words.

You connect your WhatsApp by QR code, and terminio writes from your number. A week before, 24 hours before, 2 hours before or your own time, each with its own text: bring statements and contracts, video link attached. Replies land in your chat.

Status on every appointment. For every adviser.

In the calendar every meeting shows whether the reminder is out: sent, scheduled or failed. Every adviser has their own calendar, and their reminders run along on their own. And when the annual review is due, the recall reminds you.

You see what went out. On the wrist too.

Web app at the desk, app on iPhone and Android, the next appointment on the smartwatch. If you want, your own phone reminds you before every meeting, even offline. One account for the whole office, the same picture everywhere, hosted in the EU.