Enhanced integration embeds the entire meeting lifecycle directly into advisors’ primary CRM workflow

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced a major expansion of its long-standing integration with Orion’s Redtail CRM. The enhanced integration brings GReminders AI-powered meeting assistant technology directly inside the Redtail platform, embedding notetaking, pre-meeting intelligence and scheduling natively within advisors’ primary CRM workflow.

Redtail is GReminders’ most widely used CRM integration, with more than 2,500 active advisors. The enhancement represents a significant evolution of the existing partnership. By integrating directly into Redtail, advisors can manage the entire meeting lifecycle—from preparation to follow‑up—without ever leaving the Redtail interface. Together, GReminders and Redtail are providing a complete meeting lifecycle solution within a single platform for financial advisors.

“Advisors waste a lot of time juggling multiple tools,” said Arnulf Hsu, founder and CEO of GReminders. “They shouldn’t have to choose between adding powerful technology and keeping their workflows simple. AI is expanding advisor tech stacks rapidly, and our expansion within Redtail means their users can take advantage of powerful capabilities without adding operational complexity or switching systems. Bringing GReminders natively into Redtail eliminates friction, saves time and raises the bar for how advisor technology can work together.”

The enhanced integration allows advisors to:

• Automatically generate AI‑powered meeting notes and store them directly in Redtail
• Enter every meeting with AI-prepared pre-meeting briefs
• Enable seamless client scheduling with all activity synced to Redtail contact records
• Eliminate manual data entry and reclaim hours each week previously spent managing meetings
• Access scheduling requests, booking activity and AI-generated summaries directly within each client record

Once enabled, a new GReminders meeting tab appears, giving advisors real‑time access to AI-generated summaries, scheduling activity and booking management inside each client record.

“We’re excited to deploy GReminders’ AI capabilities further within Redtail,” said Brian Towner, AVP, Product Strategy at Orion. “This integration addresses the entire meeting lifecycle for our advisors. It not only streamlines scheduling and meeting preparation, but it also helps advisors adopt new AI tools quickly without disrupting the systems they already rely on every day. By keeping workflows centralized, advisors can focus on delivering a consistent, high‑quality experience for every client.”

As advisor technology stacks continue to expand, GReminders’ native Redtail experience helps advisors adopt AI without adding operational complexity. The integration further reduces administrative burden while delivering a more consistent, modern client experience.

For more information, GReminders and Redtail will host a webinar featuring the first public walkthrough of this new capability on March 3rd at 2:00pm ET, register here. All existing Redtail and GReminders users can enable the enhanced integration at no additional cost. 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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