You’re building their plan.
gema answers their questions and books the review.
Every client, conversation and review in one place. gema answers between meetings and reminds before each one. Join early access.
Early access is open. Joining is free and commits you to nothing.
The work around the work, for financial advisors.
Booking reviews takes weeks.
Annual reviews slip when each one starts with a week of phone tag.
Questions land between meetings.
Can we talk Thursday? What should I bring? Each call pulls you out of a meeting.
Follow-ups live in your head.
Who needs a review, who called twice, who went quiet. Nobody tracks it all.
Live in health clinics. Coming to financial advisors.
Clients answered between meetings
Calls, texts, chats and email, 24/7, answered from your own policies.
Reviews booked online
Clients book reviews and first meetings straight into your live schedule.
Reminders before every meeting
Clients get a reminder. Intake forms go out before the first meeting.
Ask gema who’s due
Every client in one place. Ask who hasn’t booked this year’s review.
Get early access for financial advisors.
Join the list. Help shape what gema does first for financial advisors.