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EATT 2024 Disturbance Demo – PlannerPal

Synopsis:

  • 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! 

Our Analysis

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Company Info

HQ:  UK

Founded: 2022

Product Displayed: The Financial Planner’s AI Assistant

Presenter:  Mark Whitcroft & Shoomon Perry

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What  is EATT?