Articles from GReminders

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.

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its “Ask Anything” assistant. This next-generation natural language interface allows advisors to seamlessly interact with their calendars, CRMs and wealth planning tools using simple, everyday language. The feature eliminates the need to navigate between different software to get answers about a client and initiate tasks.

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.

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced a series of new integrations with top customer relationship management (CRM) providers serving the financial advisor industry. New integrations with XLR8, Quivr, Smart Office, Envestnet Tamarac, and SS&C Salentica will empower advisors to manage their calendars and meetings, apply client-level data and intelligence and automate next-best-actions, all seamlessly within the CRM systems they are accustomed to using. The new integrations will meet the increasing demand of advisors seeking compliance-friendly solutions to streamline everyday operations within their existing systems.

Strategic Partnership Aims to Streamline Operations and Boost Efficiency for over 10,000 Financial Professionals