CRM and adviser operating system, Plannr, has been selected as a core technology partner for The Openwork Partnership’s technology transformation programme.
The partnership will see Plannr provide the central CRM and adviser operating system underpinning Openwork’s new technology suite.
At the heart of the transformation is an ambition to simplify the advice journey, reduce administrative complexity and give advisers more time to focus on their clients.
Plannr’s API-first architecture helps to connect technology providers, automate workflows and bring together the data and processes that underpin financial advice.
By connecting traditionally fragmented systems and processes, the partnership aims to deliver a more intuitive and efficient experience, with information captured once and made available throughout the advice journey.
Openwork anticipates that the new technology suite will save advisers up to 60 minutes per client case, supported by integrated advice journeys, configurable workflows and reduced duplication of data entry.
The programme will also introduce enhanced client engagement capabilities, automated controls and opportunities to leverage artificial intelligence to improve productivity, operational efficiency and client outcomes.
Rob Askham, CCO of The Openwork Partnership, commented: “Our ambition has been to create a technology experience that genuinely transforms how our advisers and their teams work. Plannr’s modern architecture, flexibility and approach to integration make it an important foundation of that vision.
“By bringing together best-of-breed technology around a connected adviser experience, we’re creating something that we believe will set a new benchmark for financial advice technology in the UK.”
Guy Tolhurst, CEO of Plannr, said: “From the outset, our ambition has been to challenge the way technology supports financial advice businesses. We believe advisers should have access to modern, connected technology that adapts to the way they work, rather than forcing them to work around the limitations of legacy systems.
“What makes this partnership particularly exciting is the scale of Openwork’s ambition. This isn’t simply about replacing a CRM. It’s about reimagining how technology can support the entire advice journey, connecting people, processes and providers to create a genuinely better experience."
Gareth Thompson, CTO of Plannr, added: “One of the biggest challenges facing financial advice businesses is the complexity created by disconnected systems, fragmented data and manual processes.
“Our approach has always been to build technology that removes that complexity rather than adding to it.
“Plannr’s architecture is designed around openness, flexibility and interoperability. That means we can bring together multiple technology providers, connect data and automate processes while delivering a consistent experience for the people using the system every day.
“The Openwork programme is an opportunity to demonstrate what that architecture can achieve at enterprise scale, combining deep integration, intelligent automation and a platform designed to evolve as technology and adviser requirements change.”
