BACK TO DEMO LIST
What is EATT?
EATT 2025 Battle of the Tech Demo – Dynamic Planner
Synopsis:
- Client Engagement – Enables clients to access and interact with financial plans via mobile.
- Pre & Post Meeting Support – Sends standardised messages, article links, and secure questionnaires to streamline meetings.
- Dynamic Content – Filters articles and insights by wealth, age, and risk levels for personalised client engagement.
- Real-Time Updates – Instantly adjusts financial plans and cash flows based on client inputs.
- Client Access Portal – Allows clients to complete risk assessments, update objectives, and manage personal details securely.
In their own words:
-
Revolutionise client engagement: Tram empowers financial advisers to deliver a secure, mobile-first, auditable experience, putting clients’ financial plans directly in their hands.
-
Drive efficiency at scale: Transforming the way advisers work with tools that streamline communication, save time, and enhance adviser productivity.
-
Showcase value with impact: Elevate client satisfaction and retention by meeting Consumer Duty standards with a modern, personalised digital experience.
Company Info
HQ: UK
Founded: 2004
Product Displayed: Tram by Dynamic Planner
Presenter: Jonny Rayner & Melinda Lovell
