Previously Recorded Events & Webinars

Advisor Best Practices: A 4-Part Series

Join us for an exclusive webinar series where we dive deep into the art of mastering GReminders — the ultimate meeting management tool for Financial Advisors. Over 4 different sessions, we'll cover Scheduling, Reminders, Integrations and our AI Notetaker/Assistant.

Advisor Best Practices: A 4-Part Series

Join us for an exclusive webinar series where we dive deep into the art of mastering GReminders — the ultimate meeting management tool for Financial Advisors. Over 4 different sessions, we'll cover Scheduling, Reminders, Integrations and our AI Notetaker/Assistant.

Product Updates Webinar

Here at GReminders, we build our product for you, our customer. We're regularly taking your feedback and improving our platform and making updates to stay ahead.

Join us for our quarterly GReminders Product Updates Webinar to stay up to date on what improvements we've been making!

Future of RIA Tech Hosted by FinOps

The FinOps Co-Op® community, in partnership with Redtail, PreciseFP, and GReminders, presents the very first edition of Future of RIA Tech, a webinar experience focused on how technology is shaping advisory firms today, where it's headed next, and how your firm can not only adapt but thrive.

This session will dive into real-world workflows and operational decisions, highlighting how advisory firms are using AI, automation, and other modern tools to streamline processes, improve client experiences, and create scalable systems. Rather than theory, you’ll see practical examples of technology in action, learn what’s working today, and leave with ideas you can implement in your own firm.

Introducing a New AI Meeting Experience Directly Inside Redtail

Join GReminders and Redtail for a live webinar unveiling a new native integration that brings AI meeting Notes, pre-meeting briefs, and client scheduling directly inside Redtail. No separate tools and no manual syncing.

This session will walk through how firms are:

This is the first public walkthrough of this capability and represents a meaningful shift in how advisors manage meetings inside their CRM. If Redtail is central to your practice, this is a session you won’t want to miss.

Streamline Client Conversations with GReminders + CurrentClient!

We’re excited to launch the new GReminders + CurrentClient integration, giving financial advisors a seamless way to manage compliant client communications and meetings in one workflow.

Join this webinar to see how you can:

Be among the first to see the integration in action and learn how it can save your firm time while improving the client experience.

Webinar for XPYN Members: AI-Driven Efficiency for Financial Advisors

Feeling buried under endless processes? Your tech stack should save you time, not steal it. Join us Dec 2 for Work Less, Serve More: AI-Driven Efficiency.

Learn real-world strategies from XYPN advisors to automate, streamline, and reclaim your week.

Beyond the Buzz: Practical AI for Professional Service Businesses

Join GReminders and Jenn Goldman from MyVirtualCOO for a joint webinar on Beyond the Buzz: Practical AI for Professional Service Businesses!

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!

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.