Article content material
LONDON — Conquest Planning (“Conquest”), a know-how platform modernising monetary planning with customised and handy recommendation, introduced its partnership with PlannrCRM, a next-generation back-office know-how platform tailor-made for monetary advisers. This strategic collaboration goals to streamline and improve processes, delivering significant monetary recommendation sooner and extra precisely to extra shoppers.
“The mixing will provide a complete answer for companies in search of effectivity and effectiveness of their operations and harmoniously combines the strengths of each platforms,” mentioned Ken Lotocki, chief product officer at Conquest Planning. “The mixing between Conquest and PlannrCRM is poised to ship a extra unified, tech-forward expertise. Now, advisers and their groups can switch shopper truth discover info from inside their PlannrCRM entry on the click on of a button, enabling the creation of economic plans in seconds.”
Article content material
By leveraging an API-first method, this integration unlocks scalability, seamlessly adapting to enterprise necessities. The partnership will profit advisers and their shoppers by centralising info and communication that ensures all stakeholders have entry to the newest information, selling a extra related work atmosphere.
“With streamlined information entry and real-time info synchronisation, advisers achieve the flexibility to create extra monetary plans and commit extra time to shopper interactions. This promotes higher decision-making and strategic planning based mostly on correct and up-to-date info,” mentioned Gareth Thompson, chief working officer at PlannrCRM. “The partnership with Conquest has been extremely collaborative and we stay up for strengthening and creating the connection in 2024 and past.”
Dr Mark Evans, Conquest President and CEO, added, “We’re excited to deliver this highly effective integration to our customers. By combining the strengths of Conquest Planning with PlannrCRM, we purpose to raise the consumer expertise and empower companies within the monetary planning sector to realize new ranges of shopper satisfaction and continued development. This collaboration is a testomony to our dedication to innovation and at all times pushing ourselves to ship even higher worth to our prospects.”
To study extra in regards to the integration and the way it can profit your enterprise, go to conquestplanning.co.uk or plannrcrm.co.uk.
About Conquest Planning
Conquest Planning is a number one monetary planning software program firm headquartered in Canada with workplaces within the UK and USA with a purpose-driven method to delivering monetary recommendation. The product-led firm is constructed on the foundational perception that each single particular person deserves entry to nice monetary recommendation. Customers of Conquest Planning leverage its intuitively designed product, easy onboarding course of, and data-driven synthetic intelligence to speed up the supply of superbly designed, hyper-personalized monetary plans. Established in 2018, Conquest Planning was based by a workforce of economic know-how veterans whose monitor document of success spans over 30 years within the monetary planning software program area. For extra info, observe Conquest on Twitter, LinkedIn and YouTube.
About PlannrCRM
PlannrCRM is a subsequent technology CRM/Backoffice designed by a consortium of IFA/Wealth Managers. Serving to you get extra out of economic planning, by superbly intuitive know-how and a shared understanding of the way you’d like monetary planning to be. From ranges of consumer expertise and interface you’ve by no means seen earlier than and seamless working for these sick of a number of clicks, to higher freedom in contracts and prices and an actual say in what you need out of your fintech to be the most effective you will be. For extra info, observe Plannr on Twitter, LinkedIn and YouTube.
View supply model on businesswire.com: https://www.businesswire.com/information/house/20241015373210/en/
Contacts
Media Contacts:
StreetCred PR | Conquest Planning
Conquest@streetcredpr.com
Meaghan McNichol
412-720-3777
meaghan@streetcredpr.com
Will Ruben
(847) 208-8289
william@streetcredpr.com
#distro
Share this text in your social community
