As we close out the first quarter of 2026, we want to take a moment to reflect – What a start to the year it’s been!
We shipped over 30 releases this quarter. We deepened our roots with the advisor community through major conferences and webinars. And we published survey results that confirmed what so many of you have already told us: AI-driven automation is genuinely transforming how advisors work.
This quarter was about building on the momentum of 2025 and making every part of your day-to-day practice smarter, faster, and more connected. Here’s a look at everything that made Q1 2026 remarkable.
Native Redtail Integration:
This is the one Redtail users have been waiting for. We’ve taken our industry-leading integration with Orion’s Redtail CRM to an entirely new level—embedding GReminders’ AI-powered meeting assistant technology directly inside the Redtail platform itself. That means automated scheduling, AI pre-meeting briefs, note-taking, and task sync all happening natively within the CRM where advisors already live and work.
Already a GReminders & Redtail User? Here’s the Setup Guide.
LinkedIn Posts – Create Thought Leadership in One-Click:
Every client conversation is full of insight. Most of it never leaves the meeting room.
With our new LinkedIn Posts feature, GReminders now helps advisors turn the intelligence captured in AI Notetaker summaries into polished, ready-to-publish LinkedIn thought leadership content—with a single click.
GReminders 2026 Advisor Survey:
Earlier this year, we surveyed 243 financial advisors who have automated their practices with GReminders—and the results were remarkable.
These aren’t small wins. They reflect a fundamental shift in how modern advisory practices operate. We’re proud to be at the center of that shift, and we’re grateful to every advisor who took the time to share their experience.
Expanding Our Ecosystem:
We believe the best platform is one that fits seamlessly into the tools you already use. This quarter, we welcomed four new integrations into the GReminders ecosystem:
- CurrentClient — Expanding client engagement capabilities with a new integration designed to deepen communication workflows.
- Simplii — Advisors can now route SMS messages through Simplii, giving them even more flexibility in how they reach clients.
- NextAgency — Bringing GReminders’ scheduling and AI notetaking power to the insurance agency space.
- AgencyBloc — GReminders now writes AI notes and tasks directly back to Individual records inside AgencyBloc, making post-meeting workflows seamless for insurance professionals.
Each of these partnerships brings more advisors and professionals into a truly connected, automated workflow.
Notable Releases – Beyond the headliners, Q1 was packed with meaningful improvements that are making a real difference in daily workflows:
– Notetaker: Assign Tasks to Multiple People (Redtail), Assign Tasks to Queues (Salesforce)
– Notify Staff of AI Note Writeback
– Upload Notes or Transcripts to AI Notetaker
– Be Selective Which Meetings AI Notetaker Joins
– Relevant AI Workflow Recommendations
– Email Subject can now be customized in Templates for AI Follow Up Emails
– Find & Replace for AI Summaries/Tasks
– Smarter Availability Through Location-Based Hours
– Override Availability
– Jump-to-Date on Events
– Internal Name & Description on Event Types
– New Criteria Operators
– Single-Sign On/SAML
– Improved AI Overview on our Knowledge Base “Search”!
In the Community:
Q1 kept our team busy out in the field, connecting with advisors, partners, and industry leaders face to face. Here’s where we showed up this quarter:
Conferences: We attended the Advyzon Conference, First Commonwealth Conference, four Osaic Kick-Off Meetings, and NAPFA Large Firm Forum. We hosted a happy hour with Simplicity Ops at Orion Ascent, held 30+ break-thru meetings at Futureproof Citywide, and connected more at Cambridge RPM.
Webinars: We collaborated with CurrentClient, Redtail, FinOps, and Cetera on joint sessions, hosted our Product Updates Webinar, and continued our Advisor Best Practices Series. These sessions give our community a direct line to what’s new, what works, and what’s coming next.
Here’s to a Q2 that’s even stronger!