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What is EATT?
EATT 2024 Disturbance Demo – PlannerPal
- PlannerPal is The Financial Planner’s AI Assistant
- Provides automated meeting summaries and AI-assisted document drafting
- To save planners and their teams time allowing them to serve more clients
In their own words:
- Automated Meeting Summaries: Convert client meetings into concise, actionable summaries in seconds, bypassing the hassle of manual notetaking.
- AI-Assisted Document Drafting: Let AI handle the preliminary drafts of emails and essential documents, file notes, fact finds and letters.
- Search your past conversations: Say goodbye to the hassle of replaying recordings. Quickly search soft facts. Never forget the name of a client’s grandchild again!
Product Displayed: The Financial Planner’s AI Assistant
Presenter: Mark Whitcroft & Shoomon Perry