GReminders, a wealth tech platform focused on meeting management and workflow automation for advisors, has introduced a fully autonomous “Do Anything” assistant, aiming to advance the use of agentic artificial intelligence among financial advisors.
The company is positioning its new tool as a step beyond reactive AI, offering proactive support throughout the client meeting process.
The assistant builds on GReminders’ earlier “Ask Anything” feature, which it launched in March and responded to advisor prompts. The latest update enables the platform to anticipate upcoming meetings, gather relevant information, and automate follow-up actions without waiting for user input.
“This is the next evolution of AI agents,” Arnulf Hsu, founder and CEO of GReminders, said in a statement revealing the new capability. “Everyone’s talking about large language models, but the real magic happens in the data.”
Among the assistant’s new features are automated pre-meeting briefs, which draw from customer relationship management systems, calendar data, and up to twelve months of email activity. These briefs are delivered to advisors hours before each client call. After meetings, the assistant logs notes and summaries directly into the advisor’s system of record, and drafts personalized follow-up emails within half a minute following the end of a conversation.
GReminders, which recently expanded its integration partnership with Osaic, said advisors can also tailor the assistant’s automation settings to fit their workflows and compliance needs. The integration of email as a core data source is designed to enhance the context and relevance of the assistant’s actions.
“If the data isn’t connected and flowing the right way, the AI can’t really help. That’s what we’ve solved here,” Hsu said.
Industry observers note that agentic AI is drawing attention for its ability to move beyond content generation and take direct action on behalf of users.
Nvidia CEO Jensen Huang described agentic AI as “game-changing,” according to Barron's. During the company's May earnings call, Huang highlighted agents' capacity to "understand ambiguous and rather implicit instructions and able to problem solve and use tools and have memory and so on.”
Recent research from McKinsey also points to the promise of agentic AI, noting its potential to automate complex business processes and transform AI from a reactive tool into a proactive collaborator. In a June analysis, the global consultancy firm said that realizing these benefits will require firms to rethink their workflows and invest in new technology infrastructure, workforce training, and governance.
"To realize the potential of agents, companies must reinvent the way work gets done – changing task flows, redefining human roles, and building agent-centric processes from the ground up," McKinsey said. "But the bigger challenge will not be technical. It will be human: earning trust to drive adoption and establishing the proper governance protocols."
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