2025 Winner • Global Excellence Awards
PlannerPal
Best Financial Adviser Efficiency Tool 2025
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PlannerPal
Best Financial Adviser Efficiency Tool 2025
PlannerPal is an AI-powered advice platform that automates meeting notes, report writing, and CRM updates, saving time and improving compliance. Seamlessly integrated with CRM's, Microsoft and Zoom, it enhances efficiency, data quality, and client service.
With built-in FCA-aligned oversight, PlannerPal helps firms scale advice delivery while maintaining personalised, compliant client interactions.
Our Trusted Brands
Acquisition International is a flagship brand of AI Global Media. AI Global Media is a B2B enterprise and are committed to creating engaging content allowing businesses to market their services to a larger global audience. We have a number of unique brands, each of which serves a specific industry or region. Each brand covers the latest news in its sector and publishes a digital magazine and newsletter which is read by a global audience.
