Rapidly growing all-in-one platform enhances firmwide efficiency with meeting and workflow automation, saving advisors as much as 610 hours per year
GReminders Surpasses 2,000-User Milestone as More Advisors Boost Productivity With Compliance-Friendly Artificial Intelligence
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GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces more than 2,000 advisors now using its innovative, artificial intelligence (AI) powered solution to help improve workflows and daily firmwide operations. With more than 450 registered investment advisor (RIA) firms currently using the software to streamline functions, the milestone highlights GReminders’ rapid growth and continued commitment to improving advisor-client interactions.
“Our mission since day one has been to revolutionize advisors’ client interactions, streamlining lengthy processes and unlocking new efficiencies. Our solution allows them to focus on their most meaningful work: guiding clients to achieve their financial goals,” said Arnulf Hsu, Founder and CEO of GReminders. “The rapid adoption we’re seeing underscores the demand for tools that help advisors automate time-consuming tasks and improve their overall efficiency. We’ve also seen a retention rate upwards of 90 percent, which affirms the positive impact of our solution within firms.”
GReminders is designed to streamline operations for advisors, implementing AI-powered tools without disrupting their ongoing operations.
Key platform features include:
- Automated Scheduling: Seamless CRM integration with Redtail, Wealthbox and Salesforce puts scheduling on auto-pilot. GReminders tracks unscheduled clients, sends follow-ups until meetings are booked and manages check-ins for annual reviews and other milestones, including tax events, birthdays and more.
- SMS Reminders: Automated text message reminders to help ensure clients attend meetings, saving advisors time and resources otherwise lost to missed appointments.
- AI Notetaker: Administrative support that allows advisors to better focus on clients while the AI Notetaker transcribes meetings in the background. Post-meeting administrative work is automated with emailed summaries, shareable notes and recordings and task assignment.
- Embedded Compliance: Direct CRM integration logs communications under contact records, with messages archived for up to five years. Integration capabilities with third-party archiving tools like Smarsh, Global Relay and Veritas offer additional compliance support.
“The feedback we’ve had from advisors has been overwhelmingly positive,” says Hsu. “They tell us they need a straightforward solution to simplify their workflows from start to finish, and they are fed up with juggling multiple tools that don’t easily integrate with the rest of their tech stack and end up requiring more maintenance. Our solution addresses all of these pain points and gives advisors valuable time back in their day.”
According to a survey of 150 GReminders users, the platform is saving advisors approximately 610 hours per year for every 100 clients. This is achieved through intelligent automation of time-consuming tasks, such as meeting prep and follow-ups.
“It’s simple—GReminders integrates with the important tools financial advisors use, and it saves firms like ours a significant amount of time and money,” said Jerry Boda, CFP ®, President of Boda Financial Group, which implemented GReminders firmwide in 2023.
For more information, visit www.GReminders.com.
About GReminders
Founded in 2020, GReminders is a leading AI-powered end-to-end meeting and automation management platform designed specifically for financial advisors. By streamlining scheduling, automating processes, and reducing busy work, GReminders empowers advisors to focus on delivering exceptional client experiences. With seamless integrations and compliance-friendly features, GReminders is transforming wealth management workflows.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250123334930/en/
