PlannerPal

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