How they describe themselves: planwise has created a set of content & tools to help consumers better understand how the plans they make today affect their finances in the future. We enable consumers across a range of transactions and products including mortgages, auto-loans and personal loans. planwise then helps consumers to connect with the adviser or product provider of their choice to complete the application for credit.
How they describe their product/innovation: We are to demo the core proposition of planwise, which enables the consumer to > Learn > Plan > Quote > Apply > Get Advice around any life plans they may have and the credit products that would be required to make them happen. The tools enable any consumer from all range of demographic, age, financial or computer knowledge to better understand how the plans they make today affect their finances in the future, so they can make better decisions. We will be launching with demoing mortgage products.
Bus. Dev. & Sales: Vincent Turner, CEO & Founder, email@example.com & John Alexander, VP Sales & Partnerships, firstname.lastname@example.org
Press: Vincent Turner, CEO & Founder, email@example.com & Ilana Zalika, PR, Resound Marketing, firstname.lastname@example.org