AI-Powered Meeting Management for Financial Advisors with Arnulf Hsu Podcast Por arte de portada

AI-Powered Meeting Management for Financial Advisors with Arnulf Hsu

AI-Powered Meeting Management for Financial Advisors with Arnulf Hsu

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 In this episode, Jack Sharry talks with Arnulf Hsu, CEO of GReminders. Arnulf is a serial entrepreneur and has been leading and running B2B enterprise software companies for the last 20+ years as CEO, CTO, Product Leader, and Board Member. He has a strong background in technology and business development, focusing on building successful ventures and growing companies from the ground up. Jack and Arnulf talk about why GReminders is one of the leading scheduling and meeting management platforms for professionals. They discuss how GReminders integrates with existing CRM systems to manage everything from scheduling and reminders to AI-generated meeting summaries and follow-ups. Jack and Arnulf also share the importance of deeply understanding customer needs and how AI can enhance personalization and efficiency in client relationships. In this episode: (00:00) - Intro (00:59) - What GReminders is and how it works (04:57) - The origin story of GReminders (05:59) - Why Arnulf chose to focus on wealth management (09:25) - Feedback from advisors and clients (12:49) - How GReminders compares to Arnulf’s past ventures (15:06) - Learning through listening (17:57) - How AI empowers GReminders (19:56) - What's next for GReminders (21:50) - Arnulf's key takeaways (23:34) - Arnulf's interests outside of work Quotes "In this area (wealth management), there were scheduling products that were installed in our customers that, to some degree, they were using, but they weren't very good." ~ Arnulf Hsu "If you have a bunch of data islands everywhere, it's not going to do anybody any good. If you ever want to use AI and analytics on top of this stuff, you better have systems that talk to each other, and data must flow between them." ~ Arnulf Hsu "Wealth managers aren't IT experts. And so, we believed pretty strongly in a smaller technology stack that has fewer moving parts. It's inherently a better system because you have less complexity." ~ Arnulf Hsu Links Arnulf Hsu on LinkedIn GReminders Redtail Technology Wealthbox Salesforce Smarsh PreciseFP Zapier Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
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