Previously Recorded Events & Webinars

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.

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.

Introducing Next Level AI-Automation with XLR8

Join GReminders and XLR8 for a joint webinar on building next level AI Automations for your practice!

Leveraging Advisor Tech Tools with AI & Automations

No two Advisors run their practice the same. Join GReminders and Stephanie Dannebaum Consulting for a joint webinar learn how to maximize Advisor Tech Tools with AI & Automations.

Addressing Your Leaky Pipeline: Automation and Opportunities with Integrated Advisor & GReminders

Join us for a joint webinar featuring Chris Morrill, Financial Advisor & founder of Integrated Advisor and Xeaira Burkett, Director of Product Implementation for GReminders! Focus on capturing new business opportunities during client conversations and automating processes using GReminders and Integrated Advisor!

Proactive Client Engagement with GReminders + Redtail

Clients expect their advisors to be proactive, yet many struggle to keep up. Learn where advisors fall short, best practices for staying ahead of client needs, and how automation can help. Join GReminders and Redtail to discover how workflows, reports, and automated reminders can enhance your client experience and boost efficiency.

Webinar with Quivr: Advisor Meeting & Data Best Practices

Join GReminders & Quivr for a joint webinar on meeting management best practices for Financial Advisors! Learn how to manage your calendar, data, and systems to save valuable time and give the most efficient client service possible.

Proactive Client Engagement with GReminders + Wealthbox

Automate Your Annual Review Scheduling with GReminders + Redtail CRM

Join us for an insightful webinar where we explore how GReminders can revolutionize your annual review process. Discover the power of our client automation tool designed to streamline and automate your annual reviews, saving you time and enhancing efficiency.

We’ll also dive into GReminders’ new AI Notetaker tool, which assists in meeting follow-up tasks and administrative duties. Learn how to leverage this innovative tool to generate comprehensive meeting summaries, actionable items, and detailed transcripts, ensuring nothing falls through the cracks.

Don’t miss this opportunity to enhance your workflow and provide exceptional client service with GReminders. Register now to secure your spot!