GReminders, a leading end-to-end meeting and automation management platform for financial advisors, has officially confirmed the news of clocking more than 2,000 advisors with its proprietary solution.
According to certain reports, the stated contingent of advisors now leverage GReminders’ innovative, artificial intelligence (AI) powered solution to help improve workflows and daily firm-wide operations. The significance of such a solution can also be understood once you consider that more than 450 registered investment advisor (RIA) firms currently use it to streamline their functions.
“The feedback we’ve had from advisors has been overwhelmingly positive,” said Arnulf Hsu, Founder and CEO of GReminders. “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.”
Talk about the given solution on a slightly deeper, it is designed, for starters, to deliver automation scheduling. This includes seamless CRM integration with popular platforms like Redtail, Wealthbox and Salesforce, integration which effectively puts scheduling on auto-pilot. Furthermore, GReminders’ can track unscheduled clients, send follow-ups until meetings are booked, while simultaneously managing check-ins for annual reviews and other milestones, including tax events, birthdays, and more.
More on the promise to send follow-ups would reveal these are actually automated text messages that make it possible to ensure clients attend meetings, thus saving advisors time and resources otherwise lost due to missed appointments.
Anyway, next up, we have an AI-powered Notetaker in play. This particular functionality brings to the fore dedicated administrative support which can tread up a long distance to help advisors better focus on clients as the AI Notetaker transcribes meetings in the background. Not just that, the platform also ensures that every post-meeting administrative work is fully automated with emailed summaries, shareable notes, recordings, and task assignment.
“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 Hsu. “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.”
Among other things, we ought to mention how GReminders’ is even made to offer embedded compliance. The value proposition here happens to include direct CRM integration logs communications under contact records, with messages archived for up to five years. Alongside that, it also covers integration capabilities with third-party archiving tools like Smarsh, Global Relay and Veritas to offer greater compliance support.
In case these features weren’t enough, then it must be acknowledged that a survey of over 150 GReminders users would reveal the platform is helping advisors save approximately 610 hours per year for every 100 clients.
“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 firm-wide in 2023.
