New feature enables seamless access to policies, reports and statements directly within existing artificial intelligence (AI) assistant, unlocking client context and transforming advisor workflows
LOS ANGELES–(BUSINESS WIRE)–GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of AI Document Access, a significant enhancement to its flagship Do Anything Assistant. This industry-first innovation makes GReminders the only provider to enable compliant, intelligent AI-driven access to documents directly within their workflows, turning static files into actionable client insights.
Using AI Document Access, advisors can connect their GReminders AI Assistant to key systems including Box, SharePoint, OneDrive, Redtail Documents and Google Drive. The new capability provides AI assistants with access to client performance reports, insurance policies and statements and more, enabling more complete and reliable pre-meeting briefs and an improved client experience.
“AI Document Access unlocks massive benefits for firms by turning static files into live intelligence,” said Arnulf Hsu, founder and CEO of GReminders. “Advisors can now instantly surface performance reports, insurance policies, bank statements — and virtually anything stored in a document — without requiring custom builds for different custodians or systems.”
This advancement builds on the rapid evolution of GReminders’ AI capabilities. Earlier this year, the company introduced its Ask Anything Assistant, giving advisors the ability to interact with their calendars, CRMs and wealth planning tools using simple, everyday language. That momentum continued with the launch of Do Anything, the industry’s first fully autonomous AI assistant capable of anticipating upcoming meetings, curating relevant information and automating action—without requiring advisor prompts. With AI Document Access, that intelligence becomes even more powerful and contextually aware.
“Access to the right data at the right time is key to AI success,” added Hsu. “Context is everything, and we understand that documents are absolutely central to a wealth advisory relationship. Our Do Anything AI Assistant can now use that information responsibly and in real time to help advisors come better prepared for every meeting and promptly assist with ad-hoc requests.”
AI Document Access advances GReminders’ mission to bring broad-based efficiency gains to wealth management firms of all sizes, enabling advisors to serve clients more effectively and proactively. To help protect accuracy and compliance, all information is tightly scoped to each client record, which significantly reduces errors and misinformation to ensure AI assistance remains aligned to real client data.
AI Document Access is now live and included at no additional cost for subscribers of GReminders’ Base Business plan.
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.
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