Upcoming Events
Join us for a Virtual Webinar or In Person Event. Missed an Old Event? Watch Previous Events and Webinars.
Bob Veres Insiders Forum - New Orleans, LA
GReminders will be attending the Bob Veres Insiders Forum - a masterclass conference for experienced financial advisory professionals.
From CRM to Meeting Management: Building a Clean, End-to-End Meeting Workflow
Join GReminders and RooksDM for a live walkthrough of the entire meeting lifecycle — from pulling clean data out of Redtail, to scheduling with GReminders, to generating pre-meeting briefs and post-meeting notes. We’ll also share best practices on bulk sends, CRM efficiency, and how advisors can streamline their workflows for maximum efficiency.
Zapier in Action: Automating Advisor Workflows with Hubly + GReminders
In this live session, we’re connecting Hubly and GReminders with Zapier to show you how advisors are building workflows that literally run themselves.
Register now to see Zapier & GReminders in action and get some workflow inspiration for your firm.
Ameriflex Big Box - Denver, CO
Join us in Denver at Ameriflex Big Box!
GReminders Overview
Always been curious about GReminders but still haven't scheduled a demo? Maybe you're thinking about signing up for a free trial but weren't sure where to get started.
Join us for a GReminders Overview webinar to learn more about our end-to-end meeting management platform!
Zinnia SmartOffice + GReminders Integration Overview
Join us for an overview of our integration with SmartOffice CRM—a cloud-based, industry-specific solution for financial advisors and insurance agents—that ties together the diverse pieces of your business: people, process, and systems.
GReminders Product Updates Webinar
At GReminders, we’re always rolling out new product enhancements to help better support our customers. Join us for a GReminders Product Updates Webinar to see what we’ve been up to this past year - and if there’s anything you might’ve missed!
Redtail University - Dallas, TX
Join us on a deep dive in Redtail CRM and GReminders in Dallas!
Schwab Impact - Denver, CO
We are sponsoring Schwab Impact in Denver, CO. Join us for inspiration, education, and countless connections at this RIA industry gathering!
