Fintel-backed CRM specialist Plannr debuts to intermediary market

Plannr provides specialist customer relationship management (CRM) for financial advisers, planners and wealth managers and is 25% owned by SimplyBiz and Defaqto parent company Fintel. Chief executive Gareth Thompson acknowledged he was launching into "a highly competitive market" but said Plannr "hoped to do something different through the benefit of a fresh perspective". "CRM is the most important tool in modern business," he said. "Used effectively, it should save time and put live data in the hands of the user. CRM should be a joy to use and should help the user to build confidence...