{"id":12239,"date":"2026-09-09T20:29:47","date_gmt":"2026-09-09T20:29:47","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=12239"},"modified":"2026-09-09T20:33:41","modified_gmt":"2026-09-09T20:33:41","slug":"august-2026-recap","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/august-2026-recap\/","title":{"rendered":"August 2026 Recap"},"content":{"rendered":"\n<p><br>August brought two standout integrations, a fresh way to manage client-facing content, and a wave of Notetaker, scheduling, and admin upgrades &#8211; plus some exciting industry recognition. Here&#8217;s everything we shipped and everywhere we showed up:<br><br><a href=\"https:\/\/www.greminders.com\/articles\/advyzon-integration\/\"><strong>Advyzon Integration<\/strong><\/a><strong>:<\/strong> 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.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\/articles\/managed-client-decks\/\"><strong>Full Service Managed Client Decks<\/strong><\/a><strong>:<\/strong> A new managed service for building and maintaining client-facing presentation decks, taking the manual deck work off your plate.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\/articles\/holiday-calendar-availability\/\"><strong>Custom Holiday Calendars<\/strong><\/a><strong>:<\/strong> Set custom holiday schedules that automatically adjust booking availability, so clients can&#8217;t accidentally book you on a day off.<br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>A Few More Improvements<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Selectively Merge Tasks in AI Notetaker<\/strong> \u2013 Choose which tasks to merge instead of an all-or-nothing merge.<\/li>\n\n\n\n<li><strong>Mobile App Updates on Android &amp; iOS<\/strong> \u2013 Ongoing improvements to the GReminders mobile experience.<\/li>\n\n\n\n<li><strong>Scheduling Templates in the Sidebar<\/strong> \u2013 Quickly pull up templates for one-off meetings without leaving your workflow.<\/li>\n\n\n\n<li><strong>Selectively Block Working Hours<\/strong> \u2013 More granular control over when you&#8217;re available to be booked.<\/li>\n\n\n\n<li><strong>AI Notetaker Transcript Improvements<\/strong> \u2013 Inline speaker renaming and participant linking make transcripts easier to clean up and trust.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.greminders.com\/articles\/push-ai-notetaker-tasks-and-notes-to-your-crm\/\"><strong>Optional Note Writebacks<\/strong><\/a> \u2013 Writing notes back to the Event\/Activity record is now optional, giving you more control over what syncs where.<\/li>\n\n\n\n<li><strong>User-Level Branding for AI Notetaker<\/strong> \u2013 Customize Notetaker branding at the individual user level.<\/li>\n\n\n\n<li><strong>Captcha for Booking Pages<\/strong> \u2013 Added bot protection on public booking pages.<\/li>\n\n\n\n<li><strong>Join Meeting Buttons Inside Redtail<\/strong> \u2013 Join your meetings directly from within Redtail, no extra tab required.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>In the News<\/strong><\/h3>\n\n\n\n<p>Our CEO Arnulf Hsu was featured in a<a href=\"https:\/\/bluetoad.com\/publication\/?i=868558&amp;p=87&amp;view=issueViewer\"> Midyear Outlook piece<\/a> breaking down &#8220;Conversational Alpha&#8221; \u2014 why elite advisory practices are shifting from lagging indicators like revenue and retention toward leading indicators that actually predict growth.<\/p>\n\n\n\n<p>We were also named a<a href=\"https:\/\/events.thinkadvisor.com\/luminaries-awards\/2026-finalists\"> <strong>ThinkAdvisor Luminaries finalist<\/strong><\/a> in two categories \u2014 AI &amp; Innovation, and Technology Platforms, Products &amp; Services (Operations). <br><br>GReminders also<a href=\"https:\/\/www.businesswire.com\/news\/home\/20260811699914\/en\/GReminders-the-AI-Meeting-Platform-for-Financial-Advisors-Named-No.-578-on-the-2026-Inc.-5000-List\"> <strong>landed at No. 578 on the Inc. 5000<\/strong><\/a>, putting us in the top 12% of fastest growing companies in America!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>In the Community<\/strong><\/h3>\n\n\n\n<p>August kept us on the road connecting with advisors and partners: we attended <strong>Cetera&#8217;s Connect2Peers Conference<\/strong>, spoke at <strong>FPA New England&#8217;s Wicked Good Half Day<\/strong>, and joined the <strong>Osaic Staff Excellence Symposium<\/strong>.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"832\" src=\"blob:https:\/\/www.greminders.com\/fc046057-608a-4f44-8b95-86446007358b\"><\/p>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" src=\"blob:https:\/\/www.greminders.com\/f6eb5e3f-0e79-4b3f-bc53-9cc90c4ee5c7\" width=\"444\" height=\"593\"><\/p>\n\n\n\n<p>We&#8217;re grateful for every opportunity to connect with advisors, partners, and the broader financial services community. Thanks for another great month \u2013 see you in September!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>August brought two standout integrations, a fresh way to manage client-facing content, and a wave of Notetaker, scheduling, and admin upgrades &#8211; plus some exciting industry recognition. Here&#8217;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 [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":12240,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12239","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>August 2026 Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/august-2026-recap\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"August 2026 Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"August brought two standout integrations, a fresh way to manage client-facing content, and a wave of Notetaker, scheduling, and admin upgrades &#8211; plus some exciting industry recognition. 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