Tag : GReminders

GReminders Integrates with Osaic Institutions, Bringing AI Scheduling and Notetaking to Banks and Credit Unions
Artificial Intelligence Finance News

GReminders Integrates with Osaic Institutions, Bringing AI Scheduling and Notetaking to Banks and Credit Unions

Business Wire
by Business Wire0
New partnership represents the only scheduling and artificial intelligence (AI) platform integrated with Osaic Institutions’ proprietary Infinet platform GReminders, a leading end-to-end meeting and automation management platform for financial advisors,  announced a new integration with Osaic Institutions, the bank and credit union-focused channel within Osaic, one of the nation’s largest......
GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors
Artificial Intelligence Fintech News

GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors

Business Wire
by Business Wire0
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its fully autonomous “Do Anything” assistant. The new features mark a major leap forward in agentic artificial intelligence (AI) for the......
GReminders Announces New Integrations with Leading CRM Solutions to Streamline Workflows for Advisors
Artificial Intelligence Finance Fintech News

GReminders Announces New Integrations with Leading CRM Solutions to Streamline Workflows for Advisors

Business Wire
by Business Wire0
Latest integrations put AI-enabled meetings and compliance-friendly productivity tools at the fingertips of more advisors across the wealth management industry GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announced a series of new integrations with top customer relationship management (CRM) providers serving the financial advisor industry.......
GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity
Artificial Intelligence Fintech Machine Learning News

GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity

Business Wire
by Business Wire0
New feature arms advisors with a simplified AI assistant powered by plain English and integrated with their existing workflows 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......
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