Dynamic Planner Teams Up With Salesforce to Deliver Financial Planning at Scale
By Dominic Sow · 5 November 2024
Dynamic Planner, the UK’s leading risk based financial planning system, has teamed up with Salesforce, the #1 AI CRM. The agreement makes Dynamic Planner the first and only UK based wealth planning partner for Salesforce.
This collaboration enables firms using Salesforce to underpin their financial planning process with Dynamic Planner, with Salesforce customers seeing many benefits including an enhanced and engaging digital financial planning experience. Proven to deliver huge productivity gains, Dynamic Planner will enable firms to scale their businesses, drive conversion and evidence suitability within a single system, reducing the risk of miscalibration and unsuitable investment recommendations.
Dynamic Planner has now launched on the Salesforce AppExchange.
Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner said: “We are delighted to be the first UK based wealth planning partner for such an innovative and world leading company. Working with Salesforce and supporting firms that have Salesforce as part of their core infrastructure is a natural step which will be much welcomed.
“'This collaboration provides financial planning and wealth management firms who use Salesforce with the ability to underpin their entire financial planning process with Dynamic Planner. It will boost productivity gains and efficiencies, whilst delivering seamless and engaging wealth and financial planning for Salesforce customers. We look forward to working with Salesforce to provide an enhanced experience for firms.”
This latest integration is the continuation of Dynamic Planner’s commitment to solving industry wide inefficiencies, a strategy at the heart of the firm’s vision.
About the companies
Salesforce
Website · 39 stories and 1 video interview on FF News since 2021
Previously on FF News:
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- EXCLUSIVE: "A Team Effort!" - James Bushby and Rivo Uibo,, Tuum, and Chris Wordsworth, LHV Bank in 'The Fintech Magazine; 13 October 2026
Dynamic Planner
Website · 5 stories and 1 video interview on FF News since 2021
Previously on FF News:
Companies in this story: Salesforce, Dynamic Planner
People in this story: Yasmina Siadatan