In a profession where precision and efficiency define outcomes, every unnecessary manual task chips away at an adviser’s ability to focus on what really matters — giving advice. Yet, despite the digital transformation sweeping across the financial services industry, a persistent challenge remains: advisers still have to manually enter client data into CRM platforms like Plannr after each meeting, which eats into valuable time that could be spent on more meaningful tasks.

With the new AdvisoryAI x Plannr integration, that gap closes. It’s a two-way connection between your CRM and your reporting workflow — designed to improve efficiency, save up to 30 minutes per client fact find update, and ensure no data gets missed, as Evie captures and includes every relevant detail learned about the client during the meeting.

This is the latest in a growing suite of AdvisoryAI integrations designed to create a seamless advice process from end to end — and it’s built with the same principle at its core: better data, less admin.

The disconnect that needed fixing

Before this integration, advisers who used Plannr for CRM and AdvisoryAI for report automation often found themselves entering the same client information twice — once into Plannr, and then to retrieve existing client information from Plannr into AdvisoryAI. For those not yet using AdvisoryAI, this meant a time-consuming process that required manually going through meeting notes and reports to update CRM data, increasing the risk of errors and wasting valuable time.

The solution wasn’t to work harder — it was to connect the systems better.

A two-way integration that works like a team member

With this integration, your reports and CRM are finally automated and in sync. The AdvisoryAI-Plannr integration establishes a real-time, two-way data flow that supports every part of the advice journey — from onboarding to review.

Here’s how it works:

Pull integration: Start with the right data

When preparing for a client meeting or building a new report, you can now pull the most up-to-date fact find data directly from Plannr into AdvisoryAI. In a click, personal details, financial data, and vulnerabilities flow into your workflow.

It means your team starts every task with context that’s already verified and stored.

Push integration: Keep Plannr updated without the legwork

Once the meeting is done and Evie — AdvisoryAI’s assistant — has transcribed and structured your meeting notes, any new or updated client details can be pushed directly back into Plannr.

No more back-and-forth copying between systems.

A Day in the life: With and without the integration

Without the integration:

• Adviser meets client.
  
  

• Records the meeting and gets the post-meeting notes.
  
  

• Adviser/assistant updates CRM manually after the report is ready.
  
  

With AdvisoryAI x Plannr:

• Adviser meets client.
  
  

• Records the meeting and gets the post-meeting notes.
  
  

• All updates push to Plannr CRM automatically.
  
  The difference? One step. The impact? Less duplication, fewer delays, and more time to focus on clients.

This means that the client servicing and paraplanning teams get quicker access to client fact find data, enabling them to move to reports faster. The data is also more reliable, complete, and of higher quality, as Evie captures most facts.

What makes this integration different?

While integrations aren’t new in fintech, what makes this partnership stand out is its intelligent foundation.

• No more manual data entry:
  
  Thanks to the integration, there’s no need for manual entry of client data into your CRM. Updates are automatically mapped to the correct CRM fields, saving time and eliminating the risk of human error.
  
  

• Evie understands financial conversations:
  
  Whether it’s a casual mention of a child’s university plans or a detailed breakdown of investment risk, Evie captures and structures this information with accuracy. It’s also trained to recognise different UK dialects — whether it’s a client from Liverpool saying “just want a bit of a buffer for a rainy day,” someone in Newcastle noting they’d “prefer to keep things steady,” or a Scottish client sharing they’re “comfortable with a middling approach.” Evie accurately interprets this language as emergency funds, low risk tolerance, and medium risk appetite, respectively. This ensures CRM fact find fields are automatically and correctly populated, reducing manual input and saving valuable time.
  
  

• Review updated fact finds with ease:
  
  After fact find data is extracted, users can review all updated CRM fields in one place—new information is highlighted, making it easy to check before anything is pushed back into Plannr.
  
  

• No extra admin for paraplanners:
  
  With automatic citations, structured fact finds, and cross-verification built into the AdvisoryAI workflow, paraplanners can rely on clean, client-ready information without digging through meeting notes or toggling between systems.

What does this mean for advisory firms

The real impact of this integration lies in what it gives back: time, accuracy, and headspace.

• Advisers can move from one meeting to the next without worrying whether they’ve updated the CRM.
  
  

• Paraplanners no longer need to sift through PDFs or call advisers for clarification.
  
  

• Compliance teams benefit from accurate, up-to-date data and audit-ready reports.
  
  

• Clients experience a smoother, faster journey — because less admin means quicker turnaround times.

Common misconceptions about automated fact find updates

Despite the efficiency of automation, some misconceptions persist:

• “Automated systems miss critical details.”
  
  There’s a common belief that AI might miss nuanced or sensitive information from a client conversation. But Evie is trained to capture not just key financial data, but also context, identifying details like goals, preferences, and even vulnerabilities.

• “Not all fields are updated automatically.”
  
  Some assume that only certain data points are captured. AdvisoryAI is trained with the same fact find fields as Plannr, making it easier to integrate all the fields. While a few fields require manual confirmation, the integration highlights newly updated fields clearly in green, making review faster and more focused.

• “Data accuracy cannot be guaranteed.”
  
  Advisers often worry about automation resulting in mismatched or incorrectly mapped entries. With this integration, newly updated fields are marked for easy cross-checking. Plus, every update can be traced back to the original meeting source with AdvisoryAI’s citation system.

Automation doesn’t replace human oversight — it makes that oversight sharper, faster, and more reliable.

Not just integrated — Intelligent

What makes AdvisoryAI’s approach to integration different is that it doesn’t just connect systems — it connects workflows. It understands how advisers think, how paraplanners work, and what clients expect.

And by integrating deeply with a modern, flexible CRM like Plannr, it ensures that data flows aren’t just time-saving— they’re smart.

A workflow without the wait

This integration isn’t about adding new features for the sake of it. It’s about removing friction from a process that advisers go through every day. It’s about letting your tools talk to each other, so you don’t have to translate between them.

AdvisoryAI x Plannr marks a step forward in how advice is delivered, documented, and managed, with less admin and more impact.

If your firm is already using Plannr, this integration is ready to unlock a smarter, cleaner, faster way to work.

Let your CRM work for you.

Experience the AdvisoryAI-Plannr integration today.