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Unleash the power of client feedback

Introducing the new VouchedFor x Plannr integration. Enabling you to collect and act on client feedback with ease.

What is the integration?

We are working on an integration with Plannr, the ground breaking back-office system, which will enable advice firms to automate client feedback invitations. And potentially much more. 

This will help you use client feedback to meet Consumer Duty requirements, drive revenue and spot growth opportunities.

This could mean…

No more remembering to send feedback requests manually​

Triggering client feedback requests based on events (e.g. annual review held) using Plannr's workflow automation

Integrating key client feedback actions within your automated workflow in Plannr

We’re also exploring ways to pull data from VouchedFor, and our enhanced client survey, Elevation, into Plannr. This could include each client’s rating for their adviser, along with any risks or opportunities identified in their feedback.

If you are interested in finding out more please join the waiting list below.

Plannr is the CRM built for advisers, by advisers

Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession.

This super-charged CRM has all the functionality you need to run a modern advice business and plenty of unique features to drive efficiencies.

Not only that, but the automation engine and workflow tools can radically reduce the amount of man-power required to wow your clients.

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VouchedFor harnesses the power of client feedback to drive growth

VouchedFor

Strengthen and grow your business with public feedback

Gain 8+ additional clients per year, with a public profile that helps build trust with existing and prospective clients.

Elevation

Meet Consumer Duty and identify revenue opportunities

Unlock £65k revenue opportunities with easy-to-action insights from your client feedback.

Trusted by millions

VouchedFor is the UK’s leading review site for financial advisers. More than 1 million people use VouchedFor each year to find and check a financial adviser.

consumers find and check their adviser on VouchedFor every year
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client reviews have been left
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advisers with a VouchedFor membership
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For more information on any of the above please get in touch.

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