Name: How Plannr’s platform makes life easier for retail financial services intermediaries
Uploaded: 2023-07-13T06:32:48.411441+00:00
Duration: 1328 s
Channel: Vox Markets
Description: How Plannr’s platform makes life easier for retail financial services intermediaries

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/000/006000/video_Chd9CxY.mp4#t=434

Vox Markets

How Plannr’s platform makes life easier for retail financial services intermediaries

Matt Timmins introduces Fintel Labs and the reason for its creation

Why retail financial service CRM provider Planner has been chosen as the first investment.

Gareth Thompson introduces Plannr, what it does and how it came about.

Why Plannr chose Fintel as an investor.

How the use of modern tech platforms differentiates Plannr’s CRM system from legacy solutions in the industry.

How Plannr fits in to Fintel existing fintech offering

What’s on the Plannr roadmap, including the integration of AI, and how does industry feedback shape its development.

How this translates into cost savings for advisers at a time when they’re under significant financial pressure.

Building Fintel into a fintech one stop shop for retail financial advice through the integration of 3rd party solution and making the management of data more intuitive.

Closing the technology gap in financial services and improving customer outcomes.

How Plannr provides a foundation and blueprint for future Fintel Labs investments

In the interview, Fintel CEO Matt Timmins tells us about why they’ve launch fintech incubator Fintel Labs, and is joined by Gareth Thompson, founder of Plannr, the venture’s first investment, to discuss how its intuitive CRM system could alleviate the pressures on the advisory industry and improve customer outcomes

<p>In the interview, Fintel CEO Matt Timmins tells us about why they’ve launch fintech incubator Fintel Labs, and is joined by Gareth Thompson, founder of Plannr, the venture’s first investment, to discuss how its intuitive CRM system could alleviate the pressures on the advisory industry and improve customer outcomes</p>

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/000/006000/video_Chd9CxY.mp4