CRM

Plannr adds AI assistants to CRM

Fintech Plannr has launched an integration with AI platform for financial advisers Advisory AI.
Dynamic Planner teams up with Salesforce

Financial Planning software provider Dynamic Planner has teamed up with online business management system Salesforce, the AI CRM.
Dynamic Planner integrates CRM with Adviser Cloud

Financial Planning software provider Dynamic Planner has announced a new CRM integration with Adviser Cloud.
Financial Planning tech firm announces profit boost
Fintech Plannr launches CRM system for Planners
Fintel buys 25% of Financial Planning CRM firm
Defaqto integrates Engage with Plannr CRM
New adviser CRM aims to challenge the market
Fintech adds web-based CRM and management system

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