GReminders in 2025: A Year of Momentum, Innovation, and AI-Powered Progress

Posted on by Emily Willis

As 2025 comes to a close, we want to thank our customers for making this a truly defining year for GReminders.

Your trust and partnership fueled everything we built—from major AI advancements to expanded integrations, approvals, and industry recognition. Together, we stayed focused on one mission: helping advisors work smarter, serve clients better, and reclaim their time.

Here’s a look back at what made 2025 such a transformative year.

2025 Accomplishments

Big Things We Shipped

This year, GReminders doubled down on AI and automation—turning ideas into powerful, real-world tools advisors actually use.

  • Ask Anything / Do Anything
     Think GPT on your CRM – A major leap forward in how advisors interact with their data and workflows—natural language, real action.
  • One Click Client Presentation Decks
     Automatically generate presentation-ready decks from prior meetings and CRM data, saving hours before every meeting.
  • AI Document Access
     Securely surface insights from stored documents exactly when you need them.
  • BYOE / BYOSMS
     Bring your own email and SMS so messages appear from YOU and not GReminders.
  • Updated Navigation Page
     A cleaner, faster, and more intuitive experience across the platform, making things less cluttered and easier to find.
  • Mobile App
     For iOS and Android, record in-person meetings with our App!
  • Implementation Team Expansion
     Introducing Premier and Standard Onboarding options to help stand up firms in GReminder faster.
  • Weekly Office Hours
     Live support and strategy sessions—every Friday.

Platform Approvals & Enterprise Growth

2025 was also a big year for trust, compliance, and enterprise adoption. GReminders earned approvals from some of the most respected organizations in the industry:

  • Osaic SMS & Notetaker Approval – Our SMS and AI notetaking capabilities received official approval, giving 11,000 advisors confidence in leveraging automation while staying compliant.
  • Osaic Institutions – GReminders became an approved solution across Osaic’s banking network of institutions, expanding access to thousands of professionals.
  • Cetera – We were officially recognized as a trusted technology provider, enabling seamless integration into Cetera’s advisor workflows and approved tech stack.
  • Schwab Advisor Services Provider – Approval from Schwab further reinforced our commitment to the industry and positioned GReminders as a go-to platform for RIA’s and enterprise-level financial advisory teams.

These milestones opened the door for thousands of advisors to confidently adopt AI-powered workflows.

Industry Recognition & Presence

Our momentum didn’t go unnoticed. In 2025, we significantly expanded our industry footprint by attending 23 financial services and technology conferences. Across these events, we showcased our latest innovations, shared real-world customer success stories, and contributed to thought-leadership through panel discussions. These conferences gave us invaluable opportunities to connect with advisors and partners, stay ahead of emerging trends, and gather meaningful feedback that continues to shape our roadmap.

Some notable conferences we attended were Orion Ascent, FutureProof CityWide & Festival, Wealth Management Edge, Cambridge Ignite, Osaic ConnectED, and Schwab Impact.

In 2025, we hosted and collaborated on over 25 webinars, covering a wide range of topics such as best practices for meeting management, harnessing AI in financial services, and maximizing the value of CRM systems. These sessions were designed not only to educate our users but also to engage the broader financial advisor community, providing practical insights, actionable strategies, and opportunities to learn directly from industry leaders and technology partners.

A few include:

This year, GReminders has garnered significant attention from over 50 notable publications and media outlets, solidifying our reputation as a leader in the practice management space. These features reflect the industry’s recognition of our commitment to innovation, efficiency, and user satisfaction, including:

Expanding Our Ecosystem: Partners & Integrations

GReminders continued to grow as a central hub in the advisor tech stack with new and expanded integrations, including:

We made some amazing Partnerships, providing GReminders’s services to a broader reach:

Each integration brings advisors closer to a truly connected, automated workflow.

The “Also Big” Features That Made a Real Difference

In 2025, we delivered a wave of platform enhancements that redefined scheduling and meeting management. From expanding our ecosystem of deep integrations across the advisor tech stack to launching powerful AI-driven features that automate workflows and elevate engagement, every update was built with one goal in mind: helping advisors work smarter, faster, and more efficiently than ever before.

Some of the most impactful improvements came from listening closely to advisors and refining daily workflows:

Each enhancement was designed to reduce friction and keep advisors focused on what matters most—clients.

Looking Ahead

2025 was about building the foundation for the future of advisor productivity. As we head into 2026, we’re more committed than ever to pushing AI forward in practical, compliant, and advisor-first ways.

To our customers, partners, and community—thank you for being part of the journey. The best is still ahead.

Here’s to another year of working less and serving more—with GReminders.

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