CRMs in Financial Planning with Wealth Dynamix and Plannr

Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financial Planning profession with the following special guests:

Gareth Thompson, Co-Director at Plannr – “An open and modern alternative to the traditional back-office system”

Robert Roome, Chief Strategy Officer at Wealth Dynamix – “Revolutionising the way you manage client relationships”

Plus, special guest co-host Rob Harradine, Co-Founder at Ammonite – “Hybrid financial advice technology” 

We take a deep dive into the value these fintech solutions offer for Financial Planning firms to enhance their business. This isn’t just down to the enhancement of Adviser’s day-to-day duties, but the knock-on effect this can have on back-office teams, management and clients throughout the process.

In recent years, there has been a substantial shift in the way Financial Planning firms utilise technology to streamline their processes in order to provide a better service for their clients. We discuss the reasons for this, why it hasn’t happened sooner, and the impact technology could have on the profession in future.

We ask our panel of guests what they find are the key pain points for Financial Planning firms when it comes to revolutionising their technology and making changes to how they operate as a business. 

Of course, being in the careers space, we discuss the effect that technology has on attracting top talent to your business, and how, due to the solutions fintech provides, this could be a crucial factor in both attracting, onboarding and retaining Financial Planning professionals.

It’s no secret that having your finger on the fintech pulse is vital for anyone looking to be successful in Financial Planning, so thank you Rob, Gareth and Robert for helping us do exactly that! 

Time Stamps 

00:00:00 | Intro 

00:06:40 | Wealth Dynamics CRM target customer 

00:09:23 | Plannr's CRM target customer 

00:10:22 | Firms pain points 

00:12:38 | Client Lifecycle Management (CLM) 

00:16:17 | A family office service 

00:22:27 | The UK's adoption of new fintech 

00:28:49 | Wealth Dynamix’s competition 

00:30:20 | How Wealth Dynamix CRM makes and saves companies money 

00:31:30 | Plannr's competitors 

00:33:54 | Should Administrators & Paraplanners be worried or excited about this new tech 

00:38:02 | Biggest frustrations about CRM's 

00:46:13 | Talent attraction & market disruption 

00:50:23 | Hybrid Financial Planning 

01:01:44 | Fintech with marketing and social 

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