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Specialist Integrations

PlannerPal

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Integration Functionality

  • Engagement
  • On-board
  • Recommend
  • Report & Communicate
  • Review

The financial planner’s AI assistant, integration with your Plannr account

Connect PlannerPal with your Plannr account to streamline your financial planning processes and keep your CRM data up to date effortlessly.

Key Features:

  • Save Time: Automate administrative tasks such as meeting transcripts, summaries, and client communications.
  • Stay Up-to-Date: Ensure your Plannr CRM is always current with updates from PlannerPal.
  • Data Insights: View and manage your list of clients along with key financial data including income, expenditure, assets, and relationships.
  • Document Management: Automatically push documents generated in PlannerPal into your Plannr CRM.
  • Record Meetings and Voice Notes: Capture client meetings and voice notes via mobile app, Teams, or Zoom.
  • Data Consistency: Spot and correct inconsistencies between CRM data and meeting recordings (coming soon).

Video Demo: See the Plannr / PlannerPal integration in action: Watch the Demo

Discover more: Learn how PlannerPal can revolutionise your productivity at plannerpal.co.uk.