Dynamic Planner has announced a series of AI, engagement and data upgrades to its digital advice platform designed to help close the advice gap.
At its annual conference on Tuesday, entitled ‘Unlocking Trusted Advice’, CEO Ben Goss set out the firm’s vision to close the advice gap within firms and by extension across the UK.
Goss said the upgrades would free up advisers to spend their time “building trust with clients” and minimise the time spent on administration and analysis.
AI upgrades include AI meeting transcription and summaries; AI fact find data extraction; an AI review process; and an AI report companion which will help advisers ensure reports are right first time based on a firm’s policies.
In addition, its digital engagement upgrades will offer advisers Tram document approval and Docusign integration; Tram bulk messaging and video; as well as a digital fact find and onboarding via Tram.
Finally, Dynamic Planner’s data enhancements include an OpenAPI for all financial data making it easier for firms and third parties to integrate with Dynamic Planner; an OpenAPI developer portal and OpenAPI automated invitations so that fact find invitations to clients can be fully automated.
The upgrades will also cover data visualisation as well as data feeds to send all data back to a firm or their systems of record each day.
Ben Goss, CEO of Dynamic Planner, said: “Anyone who wants advice should be able to get it and firms should be able to serve any clients they choose to, profitably and compliantly.”
Goss said cost-to-serve remains the Achilles’ heel of the industry and the firm’s new capabilities will help reduce the amount of adviser time required to deliver advice by up to 80%. Clients will also be able to engage more on their smartphone via Dynamic Planner’s white label app Tram.
“The average time for the most efficient 50% of firms to produce their annual review report was only 3.5 minutes in 2025. With our AI enhancements this time will fall further still, freeing advisers up to undertake the tasks that only humans can; building trusted relationships with clients and exercising their judgement around the best courses of action for them to take,” he added.
Main image: daniele-levis-pelusi-6yoNu1-2bHI-unsplash
