August brought two standout integrations, a fresh way to manage client-facing content, and a wave of Notetaker, scheduling, and admin upgrades – plus some exciting industry recognition. Here’s everything we shipped and everywhere we showed up:
Advyzon Integration: GReminders is now fully integrated with Advyzon. The integration facilitates scheduling, pulls Advyzon data into AI-generated Pre-Meeting Briefs for smarter prep, and writes AI Notetaker notes and tasks straight back to Advyzon after every meeting.
Full Service Managed Client Decks: A new managed service for building and maintaining client-facing presentation decks, taking the manual deck work off your plate.
Custom Holiday Calendars: Set custom holiday schedules that automatically adjust booking availability, so clients can’t accidentally book you on a day off.
A Few More Improvements
- Selectively Merge Tasks in AI Notetaker – Choose which tasks to merge instead of an all-or-nothing merge.
- Mobile App Updates on Android & iOS – Ongoing improvements to the GReminders mobile experience.
- Scheduling Templates in the Sidebar – Quickly pull up templates for one-off meetings without leaving your workflow.
- Selectively Block Working Hours – More granular control over when you’re available to be booked.
- AI Notetaker Transcript Improvements – Inline speaker renaming and participant linking make transcripts easier to clean up and trust.
- Optional Note Writebacks – Writing notes back to the Event/Activity record is now optional, giving you more control over what syncs where.
- User-Level Branding for AI Notetaker – Customize Notetaker branding at the individual user level.
- Captcha for Booking Pages – Added bot protection on public booking pages.
- Join Meeting Buttons Inside Redtail – Join your meetings directly from within Redtail, no extra tab required.
In the News
Our CEO Arnulf Hsu was featured in a Midyear Outlook piece breaking down “Conversational Alpha” — why elite advisory practices are shifting from lagging indicators like revenue and retention toward leading indicators that actually predict growth.
We were also named a ThinkAdvisor Luminaries finalist in two categories — AI & Innovation, and Technology Platforms, Products & Services (Operations).
GReminders also landed at No. 578 on the Inc. 5000, putting us in the top 12% of fastest growing companies in America!
In the Community
August kept us on the road connecting with advisors and partners: we attended Cetera’s Connect2Peers Conference, spoke at FPA New England’s Wicked Good Half Day, and joined the Osaic Staff Excellence Symposium.
We’re grateful for every opportunity to connect with advisors, partners, and the broader financial services community. Thanks for another great month – see you in September!
FAQs
What is the Advyzon Integration in GReminders?
The Advyzon Integration allows for scheduling, pulls Advyzon data into AI-generated Pre-Meeting Briefs, and writes AI Notetaker notes and tasks back to Advyzon after meetings.
What improvements were made to the AI Notetaker?
Improvements include selectively merging tasks, optional note writebacks, and enhanced transcript features like inline speaker renaming and participant linking.