back Back

Defaqto builds two-way integration with CRM provider Plannr

By Gloria Methri

June 12, 2023

  • CRM
  • CRM System
  • Defaqto
Share

Defaqto, CRM, Market Intelligence, FinTech, Plannr, Defaqto EngageFinancial product and market intelligence company Defaqto is building a full two-way integration with new FinTech challenger, Plannr. The integration will see its proprietary financial advice software, Defaqto Engage, integrated with the Plannr CRM system for advisers who use the FinTech platform.

Defaqto Engage helps advisers make smarter financial decisions through unified financial planning and advice workflows and is used by more than 4,300 advice firms.

The integration will help advisers offer a single, seamless customer journey with a consistent interface and methodology. It will launch later this year, in line Defaqto’s commitment to enabling more choices for advisers wanting to access industry-leading software.

John Milliken, Defaqto CEO said, ‘’This integration is part of a journey towards delivering a seamless, compliant journey for the intermediary financial advice market. Plannr’s CRM capability delivers powerful efficiencies for advisers throughout the journey, whilst the application of a consistent dataset and methodology will also reduce compliance risk and improve suitability. Plannr has built a beautifully intuitive CRM system that is easy to use, modern, and infinitely scalable and we are confident that this partnership will further strengthen both businesses.

“Access to quality financial planning technologies is essential in helping everyone to make smarter financial decisions, enabling financial intermediaries and product providers to improve the suitability and deliver better consumer outcomes.’’

Gareth Thompson, CTO at Plannr added “Defaqto’s solution has been created and tested by a dedicated cohort of advisers and crafted by a team of skilled, modern, developers. As part of this process, our users identified Defaqto Engage as a key integration partner and we are delighted to build this integration for the benefit of the users of Plannr and Engage. We look forward to continuing to work collaboratively with the Defaqto team on future enhancements.”

Previous Article

June 12, 2023

Phos partners with NatWest to deliver Android SoftPoS in the UK

Read More
Next Article

June 13, 2023

Zil Money offers ‘Payroll by Credit Card’ to simplify payments

Read More






IBSi Daily News Analysis

cloud,

July 19, 2024

CRM

SMEs leverage cloud to gain competitive edge, study shows

Read More

IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
Subscribe Now

Other Related News

July 23, 2024

UAE SMEs identified accepting contactless payments as a critical investment area to meet consumer expectations, study shows

Read More

July 22, 2024

Mobile banking popularity set to soar in the US, with 79% adoption predicted by 2029

Read More

July 22, 2024

Bud expands data intelligence platform with new office in Lithuania

Read More

Related Reports

Sales League Table Report 2024
Know More
Global Digital Banking Vendor & Landscape Report Q2 2024
Know More
NextGen WealthTech: The Trends To Shape The Future Q4 2023
Know More
IBSi Spectrum Report: Supply Chain Finance Platforms Q4 2023
Know More
Treasury & Capital Markets Systems Report Q1 2024
Know More

IBSi Sales League Table

The industry acknowledged barometer of global banking technology vendor performance!
Get your copy now!
close-link
Get your copy now! IBSi Sales League Table 2024