GReminders Integrates with Osaic Institutions, Bringing AI Scheduling and Notetaking to Banks and Credit Unions

New partnership represents the only scheduling and artificial intelligence (AI) platform integrated with Osaic Institutions’ proprietary Infinet platform

LOS ANGELES--(BUSINESS WIRE)--GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced a new integration with Osaic Institutions, the bank and credit union-focused channel within Osaic, one of the nation’s largest providers of wealth management solutions. With the partnership, GReminders becomes the only scheduling and AI-driven notetaker app to integrate and work natively alongside Infinet, Osaic Institutions’ proprietary platform. The integration enables seamless functionality and access to GReminder’s AI-powered tool suite within Infinet’s CRM, Client Central, which supports more than 250 financial institutions nationwide and more than 750 financial professionals.

The Institutions partnership builds on the previously announced Osaic integration, and continues GReminders’ partnership expansion in multiple channels within the financial services ecosystem.

“We are continually working to add best-in-breed technology and productivity-boosting solutions across our platform,” said Clayton Chandler, chief data and analytics officer of Osaic, “GReminders exemplifies the type of leading-edge tools we believe give our advisors the best chance to operate their business more efficiently so they can grow their business and focus on what matters most. We look forward to seeing how the financial advisors in our Institutions channel leverage this technology to optimize their workflows and better serve their clients.”

As part of the expanded integration, Osaic Institutions advisors will have access to the full suite of powerful tools within the GReminders platform, including:

• Ask/Do Anything AI Assistant: Generates fully automated, curated pre-meeting briefs and delivers them to the advisors before calls. It also logs meeting notes and summaries automatically into the advisor’s CRM or system of record.
• Automated Scheduling: Puts performance reviews on auto pilot, giving clients self-service tools to schedule meetings with their advisor.
• AI Notetaker: Transcribes meetings in real time so advisors can focus on the conversation at hand and remain more engaged with clients. After each meeting, auto-generated summaries include shareable notes, follow-up emails and flags new opportunities for action.
• SMS Reminders: Automatically sends text message reminders to clients, reducing no-shows and helping advisors reclaim time and resources often lost to missed appointments.

“We know how important it is for advisors to have access to tools and technology that they can utilize and understand without hassle," said Arnulf Hsu, founder and CEO of GReminders, “It’s crucial that those tools fully integrate with the CRM system they are familiar with. Our expanded integration with Osaic Institutions brings AI-powered tools directly into advisors' existing workflows. Osaic Institutions’ professionals can now spend more time serving clients, without having to learn an entire new CRM to enhance their tech stack.”

For more information, visit www.GReminders.com.

About GReminders

Founded in 2020, GReminders is a leading AI-powered end-to-end meeting and automation management platform designed specifically for financial advisors. By streamlining scheduling, automating processes, and reducing busy work, GReminders empowers advisors to focus on delivering exceptional client experiences. With seamless integrations and compliance-friendly features, GReminders is transforming wealth management workflows.