Strategic Partners

GReminders is the only AI-powered end-to-end meeting and automation management platform for financial advisors. The company serves independent RIAs and some of the largest broker-dealers in the industry such as Osaic, Cambridge, Kestra, etc... Offerings include automated scheduling, client automations, Email/SMS Reminders, and an AI Assistant.

Named as the 32nd fastest growing software product by G2, GReminders continues to develop deep integrations with the tools such as Redtail, Wealthbox, Salesforce, and others that financial advisors use every day, helping financial advisors increase both productivity and revenue.

Stephanie Dannebaum Consulting helps financial advisors get the most out of Redtail CRM by streamlining processes, improving efficiency, and ensuring their systems work for them. Using the AIM Method (Assess, Implement, Monitor), she helps firms clean up data, refine workflows, and create a structured approach to managing their CRM.

Whether it's training, implementation, or custom projects like CRM migrations and reporting enhancements, Stephanie focuses on making these tools more effective for day-to-day operations. Her approach balances technology with practical implementation, helping advisory teams stay organized and better serve their clients.