For financial advice firms
Your best hours are going to people who never become clients.
35%
of a typical adviser’s 43-hour week goes to business development, marketing, and admin rather than to advice.
Kitces Research on Advisor Productivity, 2025
Example workflow
What actually happens when someone asks.
Grounded in knowledge you approved, holding on to what the person told you, ending in a next step you control.
See how a client question becomes action.
Plandora answers from approved knowledge, recognises intent, and prepares the next useful step.
Client asks
Financial Advice example
Example workflow
ListeningWaiting for the question
Ways to use it
The moments that decide it.
Every one of these runs on your own language, your own sources, and the limits you set.
Explain how you work, once, properly
The planning steps, the timeline, and what each review actually covers.
Answer the fee question head-on
Costs straight from your published schedule, before anyone has to ask twice.
Learn the situation before the meeting
Assets, goals, and circumstances gathered so the first conversation starts halfway through.
Point them at the right adviser
Match people to the adviser who fits their needs and their location.
Customer conversations
A question left waitingis a decision made elsewhere.
Answer in your own words, hold on to what you learn, and hand over to a person the moment it matters. Nobody has to explain themselves twice.
Hours back in the week
Fees, process, and minimums are answered properly without an adviser having to be in the room.
First meetings worth having
Assets, goals, and timing are known before the call, so the call can be about advice.
The regulated line holds
Explaining what you do is not advice. The Digital Mind never crosses from one into the other.
Enterprise solution
Need governance, integration, or custom scale?
Organization ownershipCustom limitsGuided implementationWorkflow validation