Tuesday 3 November, 11:00 am – 11:30 am
Client meetings are at the heart of good financial advice. But the administration that follows can take valuable time away from supporting clients and growing your business.
Join Twenty7tec and PlannerPal as we introduce the new integration with Twenty7tec ADVICE, designed to help mortgage and wealth advisers reduce meeting administration, create more consistent documentation and keep their advice workflows connected.
During this live webinar, we’ll explore how PlannerPal uses AI to support meeting capture and documentation, helping advisers spend less time on manual tasks and more time delivering advice.
What you’ll discover:
💫 How PlannerPal can help reduce time spent on meeting notes and post-meeting administration.
💫 How AI-generated notes, letters and reports can support more consistent documentation, with advisers retaining control over the final output.
💫 How PlannerPal connects with Twenty7tec ADVICE, allowing advisers to access meeting support and bring reviewed documents back into the relevant record.
💫 A live walkthrough of PlannerPal, showing how it works in practice.
💫 An opportunity to ask questions directly to the Twenty7tec and PlannerPal teams.
The main portion of the webinar will be Rob doing a live run through of PlannerPal and how ADVICE users can utilise it within their existing processes. I will be on the webinar as the overall host, but Twenty7tec will be represented by Mel, our National Account Manager.
