Today at its annual conference entitled ‘Unlocking Trusted Advice’ Dynamic Planner set out its vision for closing the advice gap within firms and by extension across the UK.
Dynamic Planner announced a series of powerful AI, engagement and data upgrades to its digital advice platform all focused on freeing advisers to spend their time building trust with clients and to minimise the time spent on administration and analysis.
Ben Goss, CEO Dynamic Planner said; “Our vision is simple. 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. Cost to serve remains the Achilles heel of the industry and the AI, digital engagement and data capabilities we have announced today tackle this head on, reducing the amount of adviser time required to deliver advice by up to 80% and enabling clients to engage more on their smartphone via Tram our white label app.
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.”
In his keynote speech, speaking to over 250 financial advice and investment industry professionals, Ben Goss, Dynamic Planner’s CEO set out how the company’s open, modular platform will ‘unlock trusted advice’ for firms, their clients and the wider industry at scale.
AI upgrades include:
- AI meeting transcription & summaries – drastically reducing the time taken to write up client meetings and freeing advisers to spend time building human relationships
- AI fact find data extraction – speeding the completion of fact find for clients and advisers by extracting data from transcriptions
- AI review process – to further reduce the time taken to produce ongoing reviews by incorporating more AI driven automation
- AI report companion – helping advisers ensure reports are right first time based on a firm’s
policies
Digital engagement upgrades include:
- Tram document approval and Docusign integration – enable firms to prove delivery of advice including ongoing servicing reviews
- Tram bulk messaging and video – support for the bulk provision of tailored messaging to clients ahead of Targeted Support
- Digital fact find & onboarding via Tram the white label app which puts the client’s financial plan in the palm of their hand.
Data enhancements include:
- OpenAPI for all financial data – making it even easier for firms and third parties to integrate seamlessly with Dynamic Planner
- OpenAPI developer portal – the provision of a dedicated portal for developers to build integrations with Dynamic Planner
- OpenAPI automated invitations (AI agent ready) so that fact find invitations to clients can be 100% automated – saving hours a day for firms
- Data visualisation – to increase actionable insights
- Data feeds – to send all data back to a firm or their systems of record each day
