GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its fully autonomous “Do Anything” assistant. The new features mark a major leap forward in agentic artificial intelligence (AI) for the wealth management industry, moving from reactive prompt-based AI to proactive execution across the full lifecycle of client meetings.
Building on the “Ask Anything” assistant released in March of this year, “Do Anything” takes the next step forward by no longer waiting for advisor input. Now, the GReminders solution proactively anticipates upcoming meetings, curates relevant information and automates meaningful action.
“This is the next evolution of AI agents,” said Arnulf Hsu, founder and CEO of GReminders. “Everyone’s talking about large language models, but the real magic happens in the data. For advisors, it’s not just about next-gen technology, it’s about whether the tech actually understands your business. If the data isn’t connected and flowing the right way, the AI can’t really help. That’s what we’ve solved here.”
Key capabilities now available in the “Do Anything” assistant include:
- Smarter Meeting Prep: Generates fully automated, curated pre-meeting briefs and delivers them to the advisor hours before every client call, integrating insights from their existing customer relations management (CRM), calendar and now up to 12 months of email activity.
- Seamless Follow-Through: Captures and logs meeting notes and summaries automatically into the advisor’s CRM or system of record. Within 30 seconds of a meeting’s conclusion, a personalized follow-up email draft is ready, available for an advisor to customize or send as-is.
- Configurable Automation: Enables advisors to choose how and when the assistant behaves. The integration of email as a core data source enhances context, while customizable automation settings keep workflows flexible and compliance-friendly.
“This has completely changed how we run our day,” said Darren McCarthy, financial advisor at Select Wealth Management. “Pre-meeting briefs used to take three to four hours to compile manually. Now, I walk into every meeting fully prepared and walk out knowing the follow-ups, notes and CRM updates are already in motion. It’s like AI graduated from being a helpful assistant to a reliable team member that adds meaningful value every day.”
“Do Anything” builds on the GReminders mission to simplify and automate day-to-day operations for financial advisors by putting their own data to work. The assistant operates entirely within the firm’s existing systems, helping to ensure that every action is both context-aware and compliance-ready.
“Our goal has always been to take administrative work off advisors’ plates so they can focus more intently on their clients,” added Hsu. “With ‘Do Anything,’ we’re not just adding automation, we’re setting a new standard for what AI can actually do in financial services – building real utility into the advisor workflow and giving our users a lasting edge.”
The “Do Anything” assistant is now live and included at no additional cost for subscribers of GReminders’ Base Business plan.
For more information, visit www.GReminders.com.
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