WealthTech Today Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders
Apr 17, 2025
Arnulf Hsu, Founder and CEO of GReminders, is revolutionizing how financial advisors manage their time. He discusses the impressive growth of GReminders and its AI-powered platform that enhances meeting management, automating everything from scheduling to client reminders. Arnulf highlights the importance of streamlining workflows through technology, allowing advisors to focus on their relationships with clients. He also shares insights on implementing AI tools to improve efficiency and adaptation in a rapidly evolving wealth management landscape.
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Comprehensive AI Meeting Support
- GReminders offers an AI-powered meeting management platform serving the entire meeting lifecycle for financial advisors.
- It automates scheduling, client communications, note-taking, summarization, and follow-ups to boost advisor efficiency.
Save Time With AI Automation
- Advisors can save about six hours per client annually using GReminders, freeing months of work time.
- Use AI and automation to reduce time spent on meeting prep, follow-up, check-ins, and correspondence.
Minimize Change Management Effort
- Minimize change management by letting automation run in the background.
- Advisors keep their usual workflows but gain efficiency as admin tasks get automated.