GReminders 2026 AI Engagement Survey Results

Nearly 80% of Advisors are Serving More Clients Without Adding Staff

We surveyed 243 financial advisors (January 2026) who automated their practices with GReminders. What they told us wasn't just encouraging - it was transformational. Here's what happened when real advisors embraced AI-driven automation.

3 in 4 Advisors say GReminders has been transformational to their firm
Over 70% of advisors saw dramatic productivity gains within 90 days
Over 65% of advisors say GReminders has helped increase client capacity to their practice
Over 88% of Advisors say AI & Automations have directly saved them time

The ROI Impact

Areas advisors say their practices benefited the most from automation.

  • Nearly 9 out of 10 Advisors (88.9%) report measurable time savings after implementing automation, making it the most immediate and universal benefit.
  • Beyond efficiency, over a third of respondents see gains in client satisfaction (35.8%), while roughly 30% report improvements in compliance accuracy (30.0%) and reduced administrative costs (29.2%).
  • More than a quarter (26.7%) say automation directly increased their client capacity - enabling growth without adding headcount.

Client Experience

The impact is clear: 87% of surveyed firms say automation has improved their client experience.

From smoother scheduling to better-prepared meetings and faster follow-through, advisors are creating more polished, professional client interactions at scale.

Has AI & Automation impacted your ability to deliver a better client experience?

Has client satisfaction improved since automating scheduling and follow-ups?

Have Pre-Meeting Briefs changed the quality of your client meetings?

Time to Value

How quickly advisors saw measurable productivity improvements

37%
Within
30 Days
35%
Within
90 Days
10%
Within
6 Months
6%
Within
1 Year

What Got Transformed

AI-driven automation didn't just save time - it fundamentally changed how advisors work. Scheduling and meetings saw the biggest transformation, with over 70% of advisors reporting significant changes.

But the impact extended beyond calendars: client communication became more consistent, compliance documentation got easier, and portfolio reviews became more efficient. Here are the practice areas most affected by automation.

Seamless Integrations & Customizations

Automation doesn't work in isolation. The most successful implementations happen when tools work seamlessly together. Our survey revealed that the vast majority of advisors consider CRM integration and customization capabilities to be mission-critical.

GReminders is highly customizable and seamlessly integrates with leading CRMs, allowing teams to tailor automated workflows and meeting processes to fit exactly how they already work.

85% of Advisors say CRM integration is Critical to their tech stack
87% of Advisors say the ability to Customize their automations is Critical

What Has Surprised Advisors About AI & Automations?

“What has surprised me the most, is how much time is truly saved by the summaries and scheduling/rescheduling. This has allowed our admin to focus on tasks that have improved the client experience in our office.”
— Luke, Hi Financial
“It has been surprising how the AI has remembered client conversations more accurately than my own memory! This is really helpful when reading through meeting notes after the fact.”
— Phase3 Advisory
“Just how thorough the note takers are, and the fact we can use the Automation to reduce our preparation time for meetings which historical has been a significant time investment by our staff.”
— Kimberly, Bent Oak Capital
“I thought it would be more difficult for clients but it has been very easy for them and they are able to have more control with contact and scheduling. It has also helped with quick follow up and notes.”
— Sun Fox Financial
“The notetaker has been a total game changer! It has increased the numbers of meetings with notes and allowed us to go from a 2 advisor approach to a 1 advisor approach in lower tier client meetings; Most definitely efficiency has increased.”
— Kimberly, Bent Oak Capital
“We average about a 95% of our folks actually showing up for our appointments!”
— Judy, Policy Hunters
“The answers come quick instead of me digging around in my CRM for an answer!”
“It blows my mind how it can process all previous acquired information that fast.”

See what’s been transforming the way Financial Advisors run their Practice.

Meet Smarter. Grow Faster. Advise Better.

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