Fintech Impact

GReminders with Arnulf Hsu | E371

Informações:

Sinopsis

Jason Pereira interviews Arnulf Hsu, CEO and Co-founder of GReminders. Arnold discusses the company's journey from being a client notification system to becoming an AI powered end-to-end meeting management platform tailored for financial advisors. The conversation dives into how GReminders focuses on automating the entire client meeting lifecycle through AI and intricate integrations with CRM systems. Arnold also highlights the significant time savings GReminders offers financial advisors and shares insights into the company's client-focused approach to software development and enhancements.Episode Highlights:00:08: Jason Pereira introduces the show and his guest, Arnulf Hsu of GReminders, explaining its role in meeting workflow management for financial advisors.00:30: Arnold thanks Jason for having him on the show.02:55: Arnold emphasizes the platform's use of workflow automation and AI to enhance the client meeting experience from start to finish.03:10: He shares GReminders' origin story, initially starting