Catching up with PlannerPal

One year after integrating with the intelliflo store, we had the pleasure of speaking with Rob Tedder, Sales Lead of PlannerPal, who shared the latest updates about the company.

Sponsored interview

Please tell us about PlannerPal

PlannerPal is the financial planners’ AI assistant focusing on generating time savings and efficiencies for the adviser and all support staff across the business. We take unstructured data from client conversations and use it in various ways through our four main components: AI note taker, smart document generator, CRM updater, and client intelligence platform.

Financial Planning businesses are historically time poor and PlannerPal empowers them to address the challenges faced and improve efficiencies, whatever the “why” of the advice business. It may be to better serve existing clients, grow the business or for staff to simply spend more time doing what they love in and out of work!

Our key focus is on flexibility and customisation. No client is the same, so we enable our users to customise the structure of their documents, and have as many templates as needed to capture and summarise their meetings as easily as possible. We don’t believe in the need for long and costly implementations or forcing processes to change so you can be up and running in minutes with PlannerPal.

What has changed since our discussion last summer?

As with all AI technology, we are evolving and developing at pace. We’ve generated over 20,000 documents, recorded over 11,200 hours of meetings, and have around 250 firms and over 500 users regularly using PlannerPal.

We love feedback and we’ve made significant enhancements based on valuable input from our users, such as customisable meeting notes, multiple meeting templates, non-client meetings, official partnerships with Zoom and Microsoft, engagement with regulatory bodies, live chat support, and collaboration features to ensure the full advice team feels the impact.

How is PlannerPal improving efficiency for financial advisers, paraplanners, and administrators?

PlannerPal improves efficiency in data gathering and response times. Advisers report saving on average between 30 to 60 minutes per client meeting, enhancing business cycles and client outcomes. The CRM updater and report writer features allow support staff to access and utilise client data more effectively and remove the many backlogs around suitability letters and updating client data into the CRM.

Are there any upcoming updates on your features that are planned soon?

We’re in the soft launch phase for our report writer, which simplifies the creation of advice letters, suitability reports, and review letters, including citations to ensure data completeness and transparency. The CRM updater is also being launched, offering enhanced data capture and bulk updates. Rather than just pushing data across, we spot anomalies and prompt the user to review and update based on what the client said in the meeting.

Additionally, we’re introducing advisor search and client search features as part of our upcoming client intelligence platform feature to analyse unstructured data for identifying opportunities and segmenting clients.

How do you safeguard client data during and after meetings?

We provide transparent security frameworks, with client data stored in AWS UK, encrypted in transit and at rest. We’re Cyber Essentials accredited and are pursuing ISO 27001 certification in Q2 this year. Our team includes experts with extensive backgrounds in data security, ensuring high standards of protection.

Let’s talk about AI. How do you see it evolving in the financial advice sector over the next few years?

AI adoption in financial advice is growing rapidly. According to the lang cat’s 2025 State of the Advice Nation report, 29% of financial advice firms are already using AI technology, with more planning to adopt it in the coming years. PlannerPal aims to address user challenges and enhance efficiencies, focusing on data, marketing opportunities, and compliance. The road map for AI is evolving quickly, and we strive to be agile and responsive to user feedback whilst providing the key flexibility they need to work alongside their CRM.

Could you share a success story from one of your customers?

Simon Cowley at YorWealth, an intelliflo office user, has seen significant time savings with PlannerPal. He now saves an hour per meeting, gaining back 25-30% of his week for business development and client acquisition. YorWealth has had a record year of profitability, demonstrating the impact of PlannerPal’s technology.

What about the client-adviser relationship and overall client satisfaction? How is PlannerPal impacting it?

PlannerPal enhances client-adviser relationships by improving response times and capturing more detailed client information. This leads to better service levels, more compliant advice, and higher client satisfaction which in turn leads to greater client retention.

Is there anything you haven’t said that you would like to add?

There are many AI meeting note technologies available, and it’s challenging for advisers to identify the best fit. We emphasise the importance of due diligence and trialling providers to find the best solution for their needs.

PlannerPal focuses on seamless integrations, no recording bots required, live chat support, customisable templates, and intuitive design that works the way advisers do—not the other way around.

PlannerPal will be exhibiting at intelliflo innovate on Tuesday 10 June. Make sure you stop by their stand to learn more! In the meantime, please visit their website for more information or to start a free trial.