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


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