iPipeline announces integration with innovative adviser CRM Plannr

  • iPipeline

22 September 2022, Cheltenham, UK

iPipeline® – a leading provider of low code / no code content-enabled digital solutions and services to the life insurance and financial services industry – today announces a partnership with Plannr, a new adviser Customer Relationship Management (CRM) organisation. The development of Plannr was funded in part by a kick-starter campaign amongst future users and is designed to meet the specific requirements of today’s advisers.

As a first step, Plannr will integrate iPipeline’s AlphaTrust, a leading process digitisation and e-signature platform. This will significantly speed up the digital signature process for users, creating an improved service and enhanced client administration.

“As advisers look to become more efficient, save time, and reduce costs for their businesses, they will increasingly turn to technology for support. Plannr is designed to enable advisers to do business better, and with the integration with AlphaTrust, the system will enhance and speed-up our seamless, digital processes for users,” said Paul Yates, Product Strategy Director at iPipeline.

Yates added that, “This integration will help firms improve their service to clients. Week-long paper and signature processes can be replaced and completed in an instant, through an easily configurable workflow that can be deployed quickly – saving time and effort both within the business and for its clients. What is more, it delivers a full audit, evidencing what activity is done when and by whom”.

“By using AlphaTrust’s enhanced capabilities, Plannr users can add electronic signatures to documents with a couple of mouse clicks. With the pricing model AlphaTrust offers, we have removed monthly service fees and implemented a simple pay-as-you-go charge, this is a radical change from the alternate offerings available,” said Nick Harper, Director at Plannr Technologies.

The process software has already been adopted by a number of leading advice firms including Annetts & Orchard, Clear Vision, and Goodmans. Tom Orchard, Director & Financial Planner for Annetts & Orchard commented that, “I think the pay-as-you-go pricing, coupled with the ease of use, makes this the best e-signature offering I have seen.”

For more information on Plannr and the integration with AlphaTrust, advisers can visit plannrcrm.com

Join us every Friday at 9:30am for a demonstration of our e-signature and document-process automation solution, AlphaTrust – register here.