WhatsApp reminders for financial advisersReminded.
Paperwork
in hand.
Confirmation on every booking, a reminder before the meeting with documents and video link, from your number.
Images & videos on this site: AI-generated.
Four jobs.
One office.
Book
Get paid
Remind
Phone
Fewer
missed consultations.
*Example calculation assuming a 10% no-show rate that reminders roughly halve. Actual figures depend on the office.
One message beforehand. And the client is at the table.
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 paid up front if they like.
The reminder arrives on WhatsApp from your number. If a service has a price, customers can also pay it right at booking through Stripe; anyone who would rather pay on site books without payment.
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.
Status on the appointment, on every device.
Sent, scheduled, failed: the status of every reminder sits right on the appointment in the web app. Apps for iPhone and Android and a smartwatch app are coming soon.
What advisers
ask about WhatsApp reminders.
What they need: name, date, time and service, in your words, plus a note on statements, contracts or the video link. Portfolio balances and contract details are not in it. While writing you see the message as it arrives. WhatsApp appointment reminders for financial advisers read like a message from you.
More for
your office.
Booking page, phone and the trades next door: same principle, different channel.
No more
missed meetings.
Start free, five reminders a month included.