# WhatsApp reminders for financial advisers

Source: https://terminio.ai/en/branchen/financial-advisers/whatsapp-reminders

WhatsApp reminders for financial advisers: confirmation straight away, a reminder with documents and video link, from your number. No cost per message.

Confirmation on every booking, a reminder before the meeting with documents and video link, from your number.

## 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 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.

## Common questions

**What does the reminder my clients get say?** 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.

**Does the message come from my number or from terminio?** From yours. You connect your WhatsApp in the app by QR code, and your number stays your number. Clients see the chat they already have with you, and whoever wants to move the appointment replies right there. Nothing lands in spam.

**When should I remind before a meeting?** You set the sequence: a week before, 24 hours before, 2 hours before or a time of your own, each reminder switched on and off separately. The day before is the most effective message against forgotten appointments. The last one arrives when the client is looking at their phone anyway, with the video link in one line.

**Can I remind clients about the annual review too?** Yes. You set a recall for the annual review. When it's due, terminio reminds you, and if you like the client gets an invitation with your booking link by WhatsApp. They pick a time, in person or by video, and the reminders run like for any other appointment.

**How many reminders are included in the price?** The Free plan includes five reminders a month, from Pro they are unlimited, with a seven-day free trial and monthly cancellation. There is no cost per message, no SMS fees, no credit to top up. For an office with several advisers that means every meeting reminded, without counting.

**How do I see whether the reminder arrived?** Every appointment in the calendar shows the status: sent, scheduled or failed. No checking the chat, no writing again. Before you go live, you send a test message to your next appointments. So WhatsApp appointment reminders for your advisory office look the way you want from the start.


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terminio.ai is online appointment booking for small businesses with WhatsApp reminders and an AI phone assistant, from €0 a month, hosted in the EU. Provider: terminio.ai UG (haftungsbeschränkt), Großschönau, Saxony, Germany.