The data superpower for financial advice firms
Take control of your data
Reduce admin cost and better understand your data with Gen-AI tools built by ex-advisers
We are data nerds that have built our data schema founded on our 25 years financial planning industry experience. We understand the IFA pain points in the workflow. We are helping advisers significantly cut cost, reduce compliance risk and spot more opportunities in their client bank.
Introducing
planbot onboard
Instantly convert transcriptions / meeting notes to fact find data in your back office system
Transcribe
Use our voice activated tool to transcribe your meeting, or simply copy in your own transcription or notes.
Our team have thousands of hours of client / adviser meeting experience under our belt. We know the onboard and review data you need to capture in client meetings.
Check and edit
See your transcription / meeting notes magically broken down into client fact find data, in a simple to digest format.
Easily make any edits or updates you need to.
Push to CRM
Populate the CRM with your client data, at the click of a button.
Saving your firm hundreds of hours of data input per year.
coming soon
planbot review
Create comprehensive customer summaries, to prepare for a meeting or populate an annual review, in seconds.
Update your customer records at the click of a button, from a transcription or natural language
planbot comply
Instantly identify data gaps, action required, vulnerable clients and more - all in seconds.
Use our natural language query engine to run searches that reduce compliance risk in your firm.
planbot service
Run complex searches over your database, giving insights to individual or groups of customers.
Identify revenue opportunities, areas for advice, segmentations of customers, and more. Export to tables for easy use!
What industry experts are saying:
“planbot drives massive efficiencies for advisers”
- Gareth Thompson, CTO PlannrCRM
“Truly augmenting the adviser’s skill - really impressive”
- Sim Sanga, Director moneyinfo
“ammonite really understand the data that an advice firm seeks”
- Chris Baigent-Reed, CEO Jigsaw Tree
Security is our priority
Secure data encryption
Data encrypted at rest and in transit
Secure data storage
Data stored in the UK
Secure access
Secure logins with MFA
Backed by
Contact us to set up a demo
Email
contact@ammonitewealth.com
PHONE
020 3434 2718
Registered in England, No. 11744099. ammonite is a trading name of Ammonite Wealth Ltd