GReminders Launches Autonomous AI Assistant for Financial Advisors
GReminders, a platform specializing in meeting management and workflow automation for financial advisors, has introduced its new autonomous “Do Anything” assistant. This tool advances artificial intelligence by moving beyond simple reactive responses to offering proactive support throughout client meetings.
Building on the earlier “Ask Anything” feature launched in March, which responded to advisor prompts, the “Do Anything” assistant anticipates upcoming meetings, collects relevant data, and automates follow-up tasks without waiting for user commands.
Key Features of the “Do Anything” Assistant
- Automated Pre-Meeting Briefs: The assistant compiles information from customer relationship management (CRM) systems, calendar entries, and up to a year of email activity to prepare advisors ahead of each client call.
- Post-Meeting Summaries: Meeting notes and summaries are automatically logged into the advisor’s record system.
- Follow-Up Emails: Personalized follow-up messages are drafted within 30 seconds after meetings conclude.
Advisors have control over the assistant’s automation settings, allowing adjustments to suit individual workflows and compliance requirements. Email integration plays a central role, ensuring the assistant acts with relevant context.
Arnulf Hsu, GReminders’ founder and CEO, emphasized the importance of connected data streams for effective AI support: “If the data isn’t connected and flowing the right way, the AI can’t really help. That’s what we’ve solved here.”
Agentic AI: The Next Step in Artificial Intelligence
Agentic AI, capable of taking direct action rather than just generating content, is gaining traction in the financial sector. Nvidia CEO Jensen Huang described this technology as transformative, highlighting its ability to interpret ambiguous instructions, solve problems, and use tools with memory.
Research from McKinsey points to agentic AI’s potential for automating complex business processes and turning AI into a proactive collaborator. The consultancy stresses that firms will need to redesign workflows, invest in technology infrastructure, and develop governance protocols to fully benefit from these tools.
McKinsey also highlights that the biggest challenge lies in gaining human trust and ensuring responsible adoption rather than purely technical hurdles.
What This Means for Financial Advisors
With autonomous assistants like GReminders’ “Do Anything,” financial advisors can save time on preparation and follow-up, focus more on client relationships, and reduce administrative burden. The ability to customize automation ensures these tools fit within compliance frameworks and personal work styles.
Financial professionals interested in expanding their AI skills and understanding how to integrate such technology can explore tailored training options at Complete AI Training.
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