Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers
October 15 2024 - 4:08AM
Business Wire
Conquest Planning (“Conquest”), a technology
platform modernising financial planning with customised and
convenient advice, announced its partnership with PlannrCRM,
a next-generation back-office technology platform tailored for
financial advisers. This strategic collaboration aims to streamline
and enhance processes, delivering meaningful financial advice
faster and more accurately to more clients.
“The integration will offer a comprehensive solution for
businesses seeking efficiency and effectiveness in their operations
and harmoniously combines the strengths of both platforms,” said
Ken Lotocki, chief product officer at Conquest Planning.
“The integration between Conquest and PlannrCRM is poised to
deliver a more unified, tech-forward experience. Now, advisers and
their teams can transfer client fact find information from within
their PlannrCRM access at the click of a button, enabling the
creation of financial plans in seconds.”
By leveraging an API-first approach, this integration unlocks
scalability, seamlessly adapting to business requirements. The
partnership will benefit advisers and their clients by centralising
information and communication that ensures all stakeholders have
access to the most recent data, promoting a more connected work
environment.
“With streamlined data entry and real-time information
synchronisation, advisers gain the ability to create more financial
plans and devote more time to client interactions. This promotes
better decision-making and strategic planning based on accurate and
up-to-date information,” said Gareth Thompson, chief operating
officer at PlannrCRM. “The partnership with Conquest has been
highly collaborative and we look forward to strengthening and
developing the relationship in 2024 and beyond.”
Dr Mark Evans, Conquest President and CEO, added,
"We are excited to bring this powerful integration to our users. By
combining the strengths of Conquest Planning with PlannrCRM, we aim
to elevate the user experience and empower businesses in the
financial planning sector to achieve new levels of client
satisfaction and continued growth. This collaboration is a
testament to our commitment to innovation and always pushing
ourselves to deliver even greater value to our customers."
To learn more about the integration and how it can benefit your
business, visit conquestplanning.co.uk or
plannrcrm.co.uk.
About Conquest Planning
Conquest Planning is a leading financial planning software
company headquartered in Canada with offices in the UK and USA with
a purpose-driven approach to delivering financial advice. The
product-led company is built on the foundational belief that every
single person deserves access to great financial advice. Users of
Conquest Planning leverage its intuitively designed product, simple
onboarding process, and data-driven artificial intelligence to
accelerate the delivery of beautifully designed, hyper-personalized
financial plans. Established in 2018, Conquest Planning was founded
by a team of financial technology veterans whose track record of
success spans over 30 years in the financial planning software
space. For more information, follow Conquest on Twitter, LinkedIn
and YouTube.
About PlannrCRM
PlannrCRM is a next generation CRM/Backoffice designed by a
consortium of IFA/Wealth Managers. Helping you get more out of
financial planning, through beautifully intuitive technology and a
shared understanding of how you’d like financial planning to be.
From levels of user experience and interface you’ve never seen
before and seamless working for those sick of multiple clicks, to
greater freedom in contracts and costs and a real say in what you
want from your fintech to be the best you can be. For more
information, follow Plannr on Twitter, LinkedIn and YouTube.
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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