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Dynamic Planner

November 5 2024

Dynamic Planner Teams Up With Salesforce to Deliver Financial Planning at Scale

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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.

People In This Post

Lamin Jaiteh

Yasmina Siadatan

Dynamic Planner

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Dynamic Planner | Fintech Finance

Dynamic Planner

Salesforce
  1. FF Tattoo Studio: Fenergo on Native ID&V and the Fight Against FinCrime

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  2. Generative AI in Banking: From POCs to Front-Office Impact

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  3. EXCLUSIVE: “Chain Reaction” – Sergey Nazarov and Fernando Vazquez, Chainlink in ‘The Paytech Magazine’

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  4. FF Tattoo Studio: Datavillage on Privacy-First Data Collaboration and Faster Fraud Investigations

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  5. Chancellor Unveils Plans to “Supercharge” Growth of Innovative Financial Services Firms

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