Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims to streamline and enhance processes, delivering meaningful financial advice faster and more accurately to more clients
“The integration will offer a comprehensive solution for businesses seeking efficiency and effectiveness in their operations and harmoniously combines the strengths of both platforms,” said Ken Lotocki, chief product officer at Conquest Planning. “The integration between Conquest and PlannrCRM is poised to deliver a more unified, tech-forward experience. Now, advisers and their teams can transfer client fact find information from within their PlannrCRM access at the click of a button, enabling the creation of financial plans in seconds.”
Read More: Keeping up with AI in Accounting: 5 Crucial Skills to Learn
By leveraging an API-first approach, this integration unlocks scalability, seamlessly adapting to business requirements. The partnership will benefit advisers and their clients by centralising information and communication that ensures all stakeholders have access to the most recent data, promoting a more connected work environment.
“With streamlined data entry and real-time information synchronisation, advisers gain the ability to create more financial plans and devote more time to client interactions. This promotes better decision-making and strategic planning based on accurate and up-to-date information,” said Gareth Thompson, chief operating officer at PlannrCRM. “The partnership with Conquest has been highly collaborative and we look forward to strengthening and developing the relationship in 2024 and beyond.”
Dr Mark Evans, Conquest President and CEO, added, “We are excited to bring this powerful integration to our users. By combining the strengths of Conquest Planning with PlannrCRM, we aim to elevate the user experience and empower businesses in the financial planning sector to achieve new levels of client satisfaction and continued growth. This collaboration is a testament to our commitment to innovation and always pushing ourselves to deliver even greater value to our customers.”
Read More: Global Fintech Series Interview with Frank Pagano, Executive Sales Director at VizyPay
[To share your insights with us, please write to psen@itechseries.com ]
