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GReminders Brings Leading-Edge AI Notetaker and SMS Reminders to Over 11,000 Osaic Financial Professionals

via Business Wire

New integration equips Osaic financial professionals with full suite of AI-powered tools built to supercharge workflows

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced that Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, has approved the integration of its artificial intelligence (AI) Notetaker and SMS Reminders. Building on nearly a year of collaboration focused on streamlining workflows, the expanded partnership allows Osaic's network of more than 11,000 financial professionals to maximize the range of GReminders of automation capabilities, from administrative support to automated post-meeting reporting and action items.

“Osaic’s mission is to provide best-in-class technology and resources that boost productivity and enable our financial advisors to focus on delivering exceptional client experiences,” said Clayton Chandler, chief data and analytics officer of Osaic. “Growing our partnership with GReminders is a natural progression of that mission. The AI Notetaker and SMS Reminders remove friction where advisors need it most. We’re excited to support our network with next-generation tools so they can focus less on administrative work and more on client engagement.”

As part of the expanded integration, Osaic advisors can now access two powerful tools from the GReminders platform:

  • AI Notetaker: Transcribes meetings in real time so advisors can focus on the conversation at hand and remain more engaged with clients. After each meeting, auto-generated summaries include shareable notes, follow-up emails and flags new opportunities for action.
  • SMS Reminders: Automatically sends text message reminders to clients, reducing no-shows and helping advisors reclaim time and resources often lost to missed appointments.

“Advisors used to juggle a handful of disconnected tools to stay on top of meetings,” said Arnulf Hsu, founder and CEO of GReminders. “Our expanded integration with Osaic brings AI-powered features like real-time meeting transcription and automated text message reminders directly into advisors' existing workflows. Our interoperability capabilities are the crucial, but all too often overlooked, key to unlocking the next level of efficiency. The result is less time spent managing software solutions and more time serving clients.”

GReminders is purpose-built for financial advisors, and offers flexible add-on packages with discounts available to Osaic affiliated advisors. Existing users can enable the AI Notetaker directly in-app to instantly unlock all available features.

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.

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