For Advisers, AI Becoming ‘Invisible Infrastructure’

For all the potential benefits offered by artificial intelligence, efficiency seems to be first on the agenda—at least for financial advisers.

Meeting and automation management platform GReminders, registered as Kaiser Ridge Inc., found in a recent artificial intelligence engagement survey that advisers saw the most return on their AI investments in saved time. More than 88% of surveyed advisers said they saved ‘measurable time’ after using AI to implement automation.

The second-most-cited area in which advisers saw benefits from AI automation was client satisfaction (35.8%), followed by better compliance accuracy (30%), reduced administrative costs (29.2%) and increased client capacity (26.7%).

Customer relationship management is also a major area in which advisers use AI, according to a survey released by news outlets Technology Tools for Today—also known as T3—and Inside Information at last week’s annual T3 fintech conference. In all, 91.08% of advisory firms reported using CRM fintech tools in 2026, up from 86.33% in 2025.

“The survey confirms that AI-powered automation isn’t just another tool in the tech stack,” said Arnulf Hsu, GReminders’ founder and CEO, in a statement. “It’s becoming the invisible infrastructure that supports how advisors deliver value, build trust and enhance the client experience.”

The GReminders survey also found that advisers reported sizable productivity improvements from AI within weeks. After 30 days of automation, 37% of surveyed advisers said they saw productivity improvements. Within 90 days, an additional 35% said they saw improvements.

Advisers also reported positive effects on their time management skills, with 71% saying AI helped with scheduling and meeting organization.

GReminders supports more than 5,000 users across more than 1,000 financial institutions, including Osaic and various independent advisory firms. It surveyed 241 advisers from December 2025 through January 2026.