GReminders Partners with Osaic to Transform Scheduling and Automation for Financial Advisors
2024年7月19日 - 2:20AM
GReminders, a leading provider of online scheduling and process
automation technology, has announced a strategic partnership with
Osaic, one of the nation’s largest providers of wealth management
solutions. This collaboration aims to bring GReminders' specialized
scheduling platform to over 10,000 financial professionals
affiliated with Osaic.
Through direct integrations with CRM tools including Redtail,
Wealthbox, and Salesforce, GReminders offers financial
professionals the ability to streamline procedures and
significantly increase office efficiency. This partnership allows
Osaic advisors access to a scheduling platform with process
automation designed specifically for the financial services
industry. GReminders' unique integration addresses a critical need
for industry-specific scheduling solutions in the financial
services sector, replacing the generalist software previously used
by advisors.
"Partnering with Osaic allows us to extend our specialized
scheduling and process automation capabilities to a broader
audience of financial advisors," said Arnulf Hsu, Founder and CEO
at GReminders. "Our goal is to enhance efficiency and productivity
for financial professionals by seamlessly integrating our
technology into the tools advisors already rely on, ultimately
helping them better serve their clients."
"Osaic is excited to partner with GReminders to bring their
distinctive scheduling and process automation software to our tech
stack," said Gerald Schreck, Senior Vice President, Advisor
Education and Training, Osaic. "We are consistently evaluating the
tools and resources that will be transformative to financial
professionals and their practice, and look forward to inducing
GReminders’ solutions to our network."
About Osaic, Inc.Osaic, Inc. ("Osaic"), a
portfolio company of Reverence Capital Partners, is one of the
nation's largest providers of wealth management strategies,
supporting approximately 10,500 financial professionals. Our
mission is to support the strategic role that financial
professionals can play in the lives of their clients. Cultivating a
spirit of entrepreneurship and independence, Osaic empowers
financial professionals. For more information visit
www.osaic.com.
About GRemindersGReminders creates technology
involved in scheduling, reminders, and process automation for the
financial services industry, serving some of the largest
broker-dealers and independent RIAs in the industry. Named as one
of the fastest growing software products in the world by G2.com in
2023, GReminders continues to develop deep integrations with the
tools financial advisors use every day, helping financial advisors
increase both productivity and revenue. For more information visit
www.greminders.com.
Media Contact:Mark Hill Marketing
Directormark@greminders.com