GReminders Engagement Survey Reveals Advisors Are Using AI to Transform Client Relationships and Streamline Operations

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, released the results of its latest engagement survey, revealing the significant impact of its technology on advisory operations and client experiences. The findings highlight how advisors across the U.S. are leveraging AI-powered automation not only to save time, but to fundamentally change the way they manage their firms and engage with their clients.

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Advisors report that GReminders’ technology is driving meaningful change across their operations. From improving firmwide efficiency and simplifying complex workflows to enhancing advisor confidence through reliable, accurate reminders, the platform is helping teams operate more smoothly and consistently. Advisors also indicate the technology positively affects the client experience by enabling more timely communications, personalized interactions and expanded capacity to serve clients. Ease of implementation and flexibility for customization were also repeatedly cited as key factors in adoption, making the platform accessible and impactful across firms of varying sizes and structures.

Among the survey’s key findings:

• 70% of advisors reported measurable productivity gains within three months of implementation, underscoring how quickly firms are seeing operational improvements after adoption.
• More than 88% of advisors said automation directly saved them time, freeing up capacity to focus on higher-value activities such as client engagement, planning and relationship management.
• Over 65% of respondents indicated that the technology has increased client capacity, enabling firms to serve more clients without adding staff or operational overhead.
• Nearly all advisors (95%) identified customization as critical or very important to adoption and success, highlighting the need for flexible technology that adapts to firm-specific workflows and processes.

“While the immediate benefits of automation—such as time savings and productivity—are clear, what’s most exciting is how advisors are using that additional bandwidth to deepen client relationships and grow their practices,” said Arnulf Hsu, founder and CEO of GReminders. “The survey confirms that AI-powered automation isn’t just another tool in the tech stack, it’s becoming the invisible infrastructure that supports how advisors deliver value, build trust and enhance the client experience.”

GReminders has grown to support over 5,000 users across over 1,000 financial institutions, including major enterprises such as Osaic, as well as a broad range of independent advisory firms. Recent platform enhancements, including industry-first intelligent document access and CRM integrations with Salesforce and Wealthbox, reflect GReminders’ continued focus on helping firms drive efficiency and scale client service.

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