Advice technology provider Dynamic Planner has unveiled its latest plans for generative artificial intelligence (AI) use, including setting a benchmark in the time taken to produce annual review reports to under five seconds.
At its ‘Pioneering Tomorrow's Technology' conference today (12 February), Dynamic Planner CEO Ben Goss spoke about its 2025 developments including its plans for generative AI, the targeting a new benchmark in the time taken to produce annual review reports to under 5 seconds; an ‘AI Charter'; and a raft of new developments. Dynamic Planner this morning announced three developments, including today's launch of an adviser early adopter programme for the use of generative AI within Dynamic Planner. Dynamic Planner said that AI within a firm should capture unstructured data from client me...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
