Previously Recorded Events & Webinars

Client Oboarding Efficiency with Simplicity Ops

Join our upcoming webinar where we'll be in conversation with Kate Guillen from Simplicity Ops. Kate will guide us through a segment of the Client Onboarding process, offering insights on implementing highly efficient processes and operating procedures. Don't miss this opportunity to gain valuable knowledge and enhance your onboarding practices.

Mastering the Prospect Journey with Stephanie Dannebaum

Join GReminders and Stephanie Dannebaum to elevate your prospect management game and ensure a smooth transition from lead to a successful onboarding journey. Don't miss this opportunity to revolutionize your approach and create a client experience that sets you apart. Reserve your spot now for an illuminating session that will redefine your prospect engagement strategy!

A Day In The Life with Bento Engine + GReminders

Join us for an insightful session where we'll showcase the seamless installation process of Bento and unveil how it effortlessly frees up your valuable time.

Don't miss this opportunity to streamline your workflow, save time, and enhance productivity. Watch the replay now!

Redtail Webinar: Automate and Optimize Your Scheduling With GReminders

Join Redtail as they feature GReminders to explore the direct integration between both platforms as update on all the changes they've made since last being featured on a Redtail webinar

Integrated Demo: Elements, GReminders, FinMate AI, Simplicity Ops, OnBord

Join us for this unique AdvisorTech Demo where we'll show a prospect to client journey and how an advisor can use these 5 tools together to create an awesome experience!

GReminders for Advisors Academy

Calling all Advisors Academy, Advisors! Learn how to eliminate the back-and-forth of scheduling and ensure your clients show up on time using GReminders to automate scheduling and reminders!

Optimize Your Client Service Operations with Stephanie Dannebaum and GReminders

Catch the replay of our webinar featuring Stephanie Dannebaum of Stephanie Dannebaum Consulting! Discover strategies to optimize client service processes and see how GReminders can revolutionize your workflow. Watch now for practical insights and a walkthrough of key features.

Automate and Optimize with GReminders + BentoEngine

Join us for an enlightening session that will change the way you manage your tasks and appointments as well as learn how to streamline the client experience in your Redtail CRM. In the "Automate and Optimize: GReminders + BentoEngine Webinar," we will delve into the transformative power of two cutting-edge tools: GReminders and BentoEngine.

Automating Scheduling and Workflows for Efficiency

Join GReminders and Simplicity Ops as they navigate through Advisor’s biggest pain-points in scheduling and workflows in their Wealthbox and Redtail CRM. Together, they’ll discuss automating workflows, automating scheduling, calendar management, and workflow best practices. They’re ready to answer your most pertinent questions.

Pulse 360 & GReminders: Automate Scheduling and Reminders to end no-shows

Join our webinar to learn how our product creates solutions for your appointment-setting pain points.