PlannerPal integrates AI workflow tools with Twenty7tec Advice CRM

<p>PlannerPal has announced a new partnership with technology provider Twenty7tec to bring its artificial intelligence-driven workflow capabilities to mortgage advisers. The integration allows advisers to access PlannerPal’s tools directly within the Twenty7tec ADVICE CRM platform.</p><p>By incorporating AI into the existing CRM infrastructure, the partnership aims to support financial advisers in streamlining their operational processes. The integration marks a direct expansion of PlannerPal's availability to users already utilizing the Twenty7tec suite for their mortgage advisory services.</p>

Source: Finextra
Original article: https://www.finextra.com/pressarticle/111363/plannerpal-brings-ai-to-mortgage-advisers-through-twenty7tec-advice?utm_medium=rssfinextra&utm_source=finextrafeed