GReminders is an end-to-end meeting and automation management platform for financial advisors. Pulse 2.0 interviewed GReminders CEO Arnulf Hsu to gain a deeper understanding of the company.
Arnulf Hsu’s Background
What is Arnulf Hsu’s background? Hsu said:
“I am a seasoned technical founder and serial entrepreneur with three successful enterprise software-as-a-service (SaaS) exits. With over 25 years of experience in building and leading enterprise software companies, I have held key roles across engineering, product development, and as a CEO.”
“As President of Upgradebase, a data-as-a-service company, I led the company’s acquisition by CNET in 2002, subsequently serving as head of global product development. I later co-founded and served as CTO of Central Desktop, a leading SaaS project collaboration platform, which was acquired by NYSE:PGI in 2014. Most recently, I founded an artificial intelligence (AI)-driven sales analytics company, successfully selling it to a publicly traded Australian company. Now, I am the founder and CEO of GReminders, the only AI-powered end to end meeting management platform for wealth managers.”
“GReminders started out as a SMB focused SMS/email client notification product focused on the Google ecosystem. The product had captured the attention of various “professional services” (B2C) type-businesses as clients, so we expanded the offering into scheduling and various pre- and post-meeting automations, to accommodate our growing client base.”
Favorite Memory
What has been your favorite memory working for the company so far? Hsu reflected:
“Two things:
1) We iterate quickly. When a client or prospect shares a use case that benefits others, we strive to deliver it within days. The enthusiastic responses we receive show how much execution speed matters.
2) Leveraging AI for both rapid value to customers and rapid development lifecycles has been an amazing journey. With GenAI, we’re still in the early innings of a transformational shift that will unfold over the next 10-20 years.”
Core Products
What are the company’s core products and features? Hsu explained:
“GReminders is an AI-powered, end-to-end meeting management platform. This means the product spans the entire meeting lifecycle from:
– Reminding clients to book the next performance review meeting
– Getting the meeting scheduled
– Launching various CRM Automations
– Delivering Email/SMS reminders to ensure the client shows up
– Helping the advisor get better prepared for the meeting by summarizing all the things that have happened since they last met
– Joining virtual or in-person meetings to take better notes and hold people accountable around key action items
– …And journaling all this back to the system of record in a compliant, friendly way.”
“As of 2023, the business has exclusively focused on the wealth management industry, now serving thousands of financial advisors as clients and integrating with key tools such as Redtail, Wealthbox, Salesforce, PreciseFP and Smarsh. Given the high-frequency nature of advisor-client meetings, the platform streamlines every aspect of the process—from scheduling and automated reminders to AI-powered pre-meeting briefs and in-meeting note-taking.”
Challenges Faced
What challenges have Hsu and the team faced in building the company? Hsu acknowledged:
“In financial services, compliance is always a topic of discussion and concern. We spend a lot of time “leaning in” to these concerns. As such, we do everything we can to get prospects and clients comfortable with compliance and governance regulations, including data retention settings, security best practices, and enterprise grade infrastructure.”
Evolution Of The Company’s Technology
How has the company’s technology evolved since launching? Hsu noted:
“GReminders has dramatically evolved from a simple Google SMS reminder system to an ‘end-to-end’ meeting management platform servicing various roles within an organization’s tool suite. The latest advancements in GenAI are now fueling substantial productivity improvements, further solidifying GReminders’ position as an industry leader in meeting automation.”
“Using AI & automation, the platform is saving advisors approximately 610 hours per year for every 100 clients. This reclaim can be applied to revenue-generating activities, dramatically expanding their ability to serve more clients, while increasing their revenues.”
Significant Milestones
What have been some of the company’s most significant milestones? Hsu cited:
“We recently launched our ‘Do Anything’ AI Assistant, a fully autonomous agent that moves beyond prompt-based AI to proactively executing across the entire advisor-client meeting lifecycle. The Assistant does not have to wait for advisor instruction, it can anticipate upcoming meetings, start to gather relevant materials and take action, unlike other AI notetakers. This is the next leap forward in AI agents for advisors.”
“GReminders has been approved by ~70% of all broker dealers in the U.S., which gives plenty of runway for the future. Some of our partners include Osaic, Cambridge and Kestra, among others.”
“On G2, a software review platform, GReminders holds a rating of 4.7 out of 5, based on over 400 customer reviews indicating high satisfaction with the platform.”
Customer Success Stories
When asking Hsu about customer success stories, he highlighted:
“Boda Financial was manually reaching out to clients to schedule their annual reviews. This time-consuming process included phone calls, as well as countless hours exchanging emails, juggling calendars and manually sending reminders. After implementing GReminders, the entire scheduling process was automated, from annual invitations to scheduling and timely pre-meeting reminders. This streamlined approach not only freed up valuable time for both Boda Financial and their clients, but it also enhanced their overall client experience, allowing the president of Boda Financial to focus on higher-value tasks like personalized service and strategic planning.”
“In addition, Beacon Wealth uses GReminders pre-screening forms and meeting booker. The company has qualified 175 meetings, saving about 90 hours of time and generating $50M USD in new assets in the last several months.”
Revenue
When asking Hsu about the company’s revenue details, he revealed:
“Revenue is in the 7 figures, growing north of 100%+ year-on-year. All of our metrics are heading in a very healthy direction.”
Total Addressable Market
What total addressable market (TAM) size is the company pursuing? Hsu assessed:
“There are approximately 300,000 financial advisors in the U.S. We currently serve 2,000 of them, so we have plenty of growth to do in this market.”
Differentiation From The Competition
What differentiates the company from its competition? Hsu affirmed:
“There are three things that differentiate GReminders:
1) We are vertically focused on financial advisors, whereas other companies tend to be generalists or ‘more generic’
2) We are deeply integrated into systems financial advisors use every day, such as Redtail, Wealthbox, Salesforce, PreciseFP, Smarsh, and many more.
3) We offer an ‘all-in-one’ product, meaning that we believe a smaller, deeply integrated technology stack is better than a bunch of point solutions.”
Future Company Goals
What are some of the company’s future goals? Hsu emphasized:
“GReminders will continue to leverage AI to make financial advisors’ lives easier so they can focus on what they do best, which is help their customers live a better financial life. This includes broadening the AI aperture to become a general AI-assistant and allowing AI to personalize outreach to create more intimate conversations.”
Additional Thoughts
Any other topics you would like to discuss? Hsu concluded:
“AI is a once-in-a-lifetime opportunity, and we are at the early stages. It’s a very exciting time to be involved in this shift. AI will dramatically change how we operate and function in our personal and work lives.”
“If you do not know where to ‘apply AI,’ start with finding use cases that AI can be applied to. High reward / low risk use cases are a good start to practice using AI for call recordings, notes, and other tasks.”
“The narrower the AI application the better the outcome, and expand the aperture over time.”
