[AI Series] Transforming Meeting Management for Financial Advisors With Arnulf Hsu

Arnulf Hsu is the CEO and Founder of GReminders, an AI-powered end-to-end meeting management platform tailored for financial advisors. With over two decades of experience in B2B enterprise software, he has held leadership roles including CEO, CTO, and board member, successfully guiding multiple startups from inception to acquisition. His previous ventures include SalesDirector.ai, Central Desktop, and Upgradebase, demonstrating a consistent track record of innovation and growth in the tech industry. An alumnus of the University of California, Irvine, where he studied electrical engineering, Arnulf is also an active advisor to early-stage technology companies.

In this episode…

Managing client meetings, follow-ups, and CRM entries can consume hundreds of hours for financial advisors each year, taking them away from higher-value tasks. Even with existing tools, the lack of deep system integration and automation leads to inefficient workflows and missed opportunities. So, how can advisors truly leverage AI to streamline operations without sacrificing accuracy or compliance?

Arnulf Hsu, a seasoned product and technology leader in B2B software, shares how narrowing AI’s focus to specific use cases and deeply integrating with industry-specific systems can unlock massive efficiencies. He outlines how advisors can automate the full meeting lifecycle — from client outreach and scheduling to transcriptions and CRM updates — by implementing AI tools that align closely with existing workflows. He emphasizes the importance of interoperability, targeted data contexts to reduce AI hallucinations, and robust feedback loops to ensure quality outputs. His approach centers on solving advisor pain points rather than deploying generic AI for its own sake.

In this episode of The Customer Wins, Richard Walker interviews Arnulf Hsu, CEO of GReminders, about AI-driven meeting automation for financial advisors. Arnulf discusses how his platform helps advisors recover up to 600 hours per year, the evolution from simple reminders to intelligent automation, and why compliance and data accuracy matter. He also explores agent-to-agent communication, CRM integration depth, and the future of personalized AI assistants.