Arnulf Hsu, Founder & CEO of GReminders, joined Julie Cooling, Founder & CEO of RIA Channel, to discuss how GReminders is transforming meeting management for financial advisors through AI.
GReminders is an end-to-end AI-powered meeting management platform designed specifically for financial advisors. The platform supports the entire meeting lifecycle — from scheduling annual reviews and recurring check-ins to automating reminders and post-meeting follow-ups. By integrating directly with CRM systems, GReminders aligns with each advisor’s unique meeting cadence, enabling internal teams and clients to stay on track with quarterly, biannual, or annual reviews.
Clients benefit from the ability to self-book appointments, receive timely reminders, and get a professionalized experience. Advisors are equipped with AI-generated pre-meeting briefs and automated note-taking features, complete with action items and seamless syncing back to client records.
With over 25 years in enterprise software, Hsu emphasized the transformative power of AI, likening it to “superhuman capabilities” that can dramatically increase productivity. According to Hsu, GReminders can save each advisor up to 600 hours annually — equating to nearly 3–4 months of time that can be redirected toward revenue-generating activities.
To learn more, visit GReminders.com