The financial planner’s AI assistant - Save time. Serve more clients.

What PlannerPal can do for you:

Capture every word: 
Record face-to-face meetings with the PlannerPal app, or record Microsoft Teams or Zoom meetings and generate accurate industry specific transcriptions

Effortless meeting summaries:
Say goodbye to the hassle of replaying recordings. PlannerPal automatically turns your client meetings into concise, actionable summaries

Smart document drafting
AI generated draft file notes, follow-up emails and more complex documents - saving you time and allowing you to respond faster to clients

Search your past conversations: 
AI generated draft file notes, follow-up emails, fact finds and more complex documents - saving you time and allowing you to respond faster to clients


How PlannerPal provides immediate impact:

✓ Accelerate Client Responses
✓ Minimize Administrative Tasks
✓ Focus on Growth & Service Quality
✓ Improve Client Data Accuracy
✓ Strengthen Team Collaboration

Try PlannerPal For Free: www.plannerpal.co.uk


FinTech

Personal Finance

Productivity

Professional Services

PlannerPal

Mark Whitcroft

This department designs, develops, and maintains software applications and systems.

Software Engineering

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department focuses on strategic oversight and direction for marketing initiatives and brand management.

PlannerPal

Org chart

Teams

Software Engineering

Executive Leadership

Marketing Leadership

Offices

PlannerPal

Org chart

Teams

Software Engineering

Executive Leadership

Marketing Leadership

Offices

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