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.
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Trusted by 5,000+ Financial Professionals
Amazing service! The follow-up on and updates on support tickets were prompt. Out firm has also appreciated how responsive the engineering team is setting up new features that help us to be more efficient!
Sofia WalleOperations & Marketing - Davis Wealth Advisors
Easy to use and great support! Simple to set up and maintain. Support staff is very responsive and extremely helpful. They are quick to correct errors or assist with tips to self-correct.
Brent LeasCOO - Mach1 Financial
Saves us so much time scheduling clients. Not only does it allow clients to schedule themselves, but with our booking calendar linked directly to new client intake forms, the advisors walk into every meeting prepared. It’s been a huge time saver for staff and speeds up the onboarding process of new clients.
Gavin FFinancial Advisor - Boston, MA
GR is a game-changer for us. It saves us a lot of time and will allow for more routine and consistent processes, making us more efficient.
Nicole Kellner-SwickDirector of Operations - Disbennett Wealth Management
It's reduced our follow-up work by 85%. And now, rather than having two appointments a day and going home exhausted, I could have more appointments. It's like nitroglycerin in a racecare.
Jeff MoormeirFounder - Emerald City Fiduciary Group
Do yourself, your clients, and your bottom line a favor and get GR. Let the experts help you set it up. It saved me from hiring an appointment setter. Redtail integration is fantastic.
Mark HooverInvestment Advisor - Big Picture Group
Giant leap forward in functionality vs. our previous booking app. GReminders high level of functionality and its configurability allowed us to fully align the application with our sales and delivery processes.
Dan GarrettStrategy/Tech - SRG Financial Advisors
GReminders is a great benefit to our customers and saves time with the scheduling process. Considering the robustness of this software, it was very simple to set up and the GReminders team was very helpful in doing so.
Doug KingDir IT - Principal Wealth Group
We have gotten great feedback from our clients on how easy the system is to use. We have also seen an improvement in our attempts to schedule with difficult to reach clients.
Jamie Hanson, BFAFounding Partner - Akamai Investment Advisors SC
I love it! Affordable and Simple. GReminders solves our problems of playing phone tag with clients. I love that my clients get a reminder and I can send one to myself as well.
Belen SanchezCEO - Belen Sanchez Insurance
Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.
Edward GaribayInvestor Relations - Rastegar Capital