Business Wire
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. New integrations with XLR8, Quivr, Smart Office, Envestnet Tamarac, and SS&C Salentica will empower advisors to manage their calendars and meetings, apply client-level data and intelligence and automate next-best-actions, all seamlessly within the CRM systems they are accustomed to using. The new integrations will meet the increasing demand of advisors seeking compliance-friendly solutions to streamline everyday operations within their existing systems.
“We understand the strong preference advisors have for the CRMs they already use,” said Arnulf Hsu, founder and CEO of GReminders. “In many cases, they’ve been using these tools for years and are hesitant to change. Our goal is to deeply integrate our technology within their systems to operate intuitively with these platforms, and effectively be a powerful upgrade to their daily workflows, accelerating efficiencies within their firms.”
By integrating GReminders AI-enabled technology, the advisor-focused CRMs benefit from enriched calendar data to seamlessly automate client emails and SMS notifications. Additional enhancements include the ability to book meetings via the GReminders enterprise-grade scheduling system, generating pre-meeting briefs based on existing CRM notes and logging post-meeting summaries and tasks back in the CRM. Numerous automations are added via the integrations, including launching opportunities and workflows after booking a meeting.
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GReminders is currently listed first among “Schedule Applications” in Ezra Group’s WealthTech Integration Score ranking, with a near-perfect score of 9.30 of a possible 10. These industry-wide rankings are based on an evaluation of the “robustness of an application’s external integrations.” The GReminders score reflects the breadth, depth and quality of its integrations with advisor-focused CRMs as well as its advanced capabilities. This includes the recently launched “Ask Anything” assistant feature, a next-generation natural language interface that allows advisors to seamlessly interact with their calendars, CRMs and wealth planning tools, using simple, everyday language. The feature eliminates the need to navigate between multiple software solutions to get answers about a client and subsequently initiate tasks.
While GReminders works seamlessly with advisor-focused CRMs, its advanced end-to-end meetings management technology is designed to assimilate into workflow and productivity platforms of all types. Recent integrations with Microsoft Dynamics, Monday.com, Asana and Notion have put GReminders tools in the hands of financial advisors within their preferred technology environments.
“As the nerve center of an advisor’s business, the CRM must continually adapt to meet the evolving needs of clients,” added Hsu. “Our integrations supercharge existing workspaces, business applications and platforms to help advisors unlock efficiencies so they can better serve their clients, scale their business and achieve their goals.”
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