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EATT 2025 Battle of the Tech Demo – PlannerPal
Synopsis:
- Guidance & Advice Tools – Supports both self-guided and adviser-assisted financial planning for seamless client access.
- Client Onboarding & Data Entry – Allows clients to update personal details, salary, pensions, and investments.
- Retirement Planning – Helps clients explore retirement age, income strategies, and life expectancy education.
- Investment Strategies – Offers default, specific, and managed fund choices, with a risk questionnaire to assess risk tolerance.
- Income Strategy Options – Compares full drawdown, annuities, or blended approaches for retirement income.
- Advice Options – Clients can choose between digital, hybrid, or traditional advice, with seamless transitions.
- Adviser Tools – Enables advisors to review client data, send questionnaires, and create revised plans.
- Stress Tests – Evaluates financial plans under various market conditions and risk scenarios.
In their own words:
PlannerPal is an AI-powered platform designed to streamline the financial advice workflow, enabling advisers to focus on what matters most. Addressing common industry challenges like inefficiency, slow turnaround times, and inconsistent data management by offering three core functionalities:
– AI-Driven Notetaking: Captures and transcribes client conversations, meetings, and voice notes seamlessly, integrated with tools like Microsoft Teams and Zoom with no bots required.
– Smart Document Generator: Automatically creates personalized documents, such as suitability letters and meeting notes, tailored to the user’s style and branding, improving service speed and quality.
– CRM Updater: Ensures client records are accurate and up-to-date by integrating with leading CRM systems, reducing manual data entry, and maintaining data quality.
This AI-powered Assistant simplifies administrative tasks, enhances productivity, and ensures compliance, freeing up time for client engagement and growth.
Company Info
HQ: UK
Founded: 2022
Product Displayed: PlannerPal
Presenter: Mark Whitcroft
