AdvisoryAI and Plannr have announced the launch of a new integration that aims to significantly streamline client fact-finding and documentation processes for financial advisers, reducing time spent on manual data entry and improving workflow efficiency.
The integration allows Plannr users to automatically transfer client data captured by AdvisoryAI into their CRM system with as few as four clicks. By eliminating the need for advisers to re-key information after meetings, the hope is that the solution will deliver substantial time savings and reduce the potential for human error.
Advisers using Plannr will now have access to AdvisoryAI’s virtual assistants, Emma and Evie, who are designed to automate the generation of client-facing documents including meeting notes, suitability reports and annual review reports. The integration also supports two-way synchronisation of data between the two platforms, with the ability to “pull” existing information from Plannr and “push” new or updated data back into the system.
A built-in wizard helps maintain data integrity by highlighting field-level discrepancies and requiring adviser approval before any changes are made within Plannr.
Gareth Thompson, chief technology officer at Plannr, said: “Advisers deserve technology that just works in the background. Our partnership with AdvisoryAI means client records stay pristine without the paperwork, giving firms more time to deepen relationships and grow.”
Alan Gurung, chief executive of AdvisoryAI, added: “This partnership with Plannr marks an exciting milestone in our mission to revolutionise financial advice workflows. Plannr users can now double their client capacity through our AI assistants while eliminating post-meeting admin headaches. It’s another step towards closing the UK advice gap.”
