Today, your firm faces the regulatory demand of delivering an annual review for every client, reviews which represent hours and hours of work. How do you complete them efficiently, while effectively demonstrating your ongoing value to clients? Dynamic Planner’s Client Review process gives you the solution.
It will save your business significant time. Today, Dynamic Planner users are creating a review report for a client in 35 minutes or less. A comparative, October 2023 industry average was more than 4.5 hours. In between reviews, deliver to your clients meaningful, digital engagement through Tram, your new app powered by Dynamic Planner and coming later in 2024. Tram demonstrates your ongoing value under the Consumer Duty in the palm of your clients’ hands. You can ‘register your interest’ and let us update you as Tram prepares for 2024 launch.