GReminders, a leading AI-powered meeting and automation platform for financial advisors, has launched its “Do Anything” assistant, marking a significant advancement in agentic AI for wealth management. Announced on July 23, 2025, this upgrade from the “Ask Anything” assistant shifts from reactive to proactive automation, streamlining the entire client meeting lifecycle.
GReminders’ “Do Anything” assistant automates meeting prep, notes, and follow-ups.
Generates pre-meeting briefs using CRM, calendar, and 12 months of email data.
Logs meeting notes and drafts personalized emails within 30 seconds post-meeting.
Integrates with Redtail, Wealthbox, Salesforce, and other CRMs for compliance.
Saves advisors 6+ hours per client annually, per survey data.
Available to Base Business plan subscribers at no extra cost.
The “Do Anything” assistant proactively anticipates client meetings, curating pre-meeting briefs from CRM data, calendars, and up to 12 months of email activity. It automatically logs meeting notes and summaries into CRMs like Redtail, Wealthbox, or Salesforce, and drafts personalized follow-up emails within 30 seconds of a meeting’s end. Arnulf Hsu, founder and CEO of GReminders, stated, “This is the next evolution of AI agents. For advisors, it’s not just about next-gen technology, it’s about whether the tech actually understands your business.”
Smarter Meeting Prep: Delivers automated briefs hours before meetings, integrating insights from multiple data sources for comprehensive preparation.
Seamless Follow-Through: Captures and logs notes directly into CRMs, with instant email drafts customizable for advisor review, ensuring compliance with SOC 2 and archival platforms like Smarsh.
Configurable Automation: Offers flexible settings to align with firm workflows, leveraging email context for enhanced relevance and compliance.
Darren McCarthy of Select Wealth Management noted, “Pre-meeting briefs used to take three to four hours to compile manually. Now, I walk into every meeting fully prepared and walk out knowing the follow-ups, notes and CRM updates are already in motion.”
Founded in 2020, GReminders serves over 2,000 advisors and 450 RIAs, saving approximately 6 hours per client annually, equivalent to 3-4 months of working time for a typical book of business. Its deep integrations with CRMs like Redtail, Wealthbox, and Salesforce earned a 9.30/10 score in Ezra Group’s WealthTech Integration ranking. The platform’s compliance-friendly features, including verbal opt-ins and integration with supervision platforms, make it trusted by enterprises like Osaic, serving 15,000+ advisors.
The “Do Anything” assistant, available from March 2025 for Base Business plan subscribers, sets a new standard for AI in wealth management by reducing administrative burdens and enhancing client focus. As Hsu emphasized, “We’re setting a new standard for what AI can actually do in financial services – building real utility into the advisor workflow.”
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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