Fintech provider Dynamic Planner has partnered with CRM firm Salesforce to deliver financial planning at scale
The partnership makes Dynamic Planner the first and only UK-based wealth-planning partner for Salesforce.
The firm is an American cloud-based software company headquartered in San Francisco.
It provides customer relationship management software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, artificial intelligence and application development.
Dynamic Planner has now launched on the Salesforce AppExchange. It said the collaboration will allow firms using Salesforce to underpin their financial-planning process with Dynamic Planner.
They will also be able to scale their businesses, drive conversion and evidence suitability within a single system, reducing the risk of miscalibration and unsuitable investment recommendations.
Dynamic Planner, founded in 2003, enables wealth and financial planning firms to match people with suitable solutions through engaging financial planning.
It is a risk-based system – combining intuitive financial-planning technology with a trusted asset risk model.
It said this latest integration is the continuation of its commitment to solving industry wide inefficiencies, a strategy at the heart of the firm’s vision.
Yasmina Siadatan, chief revenue officer at Dynamic Planner, said: “’This collaboration provides financial planning and wealth management firms who use Salesforce with the ability to underpin their entire financial-planning process with Dynamic Planner.
“It will boost productivity gains and efficiencies, while delivering seamless and engaging wealth and financial planning for Salesforce customers. We look forward to working with Salesforce to provide an enhanced experience for firms.”
Comments