FinovateFall 2017 / Relationship Planner

Presenter Profile:

How they describe themselves: Relationship Planner provides mobile customer relationship management (CRM) software to banks, credit unions, mortgage companies and financial services firms. We empower bankers, loan officers, relationship managers and trusted advisors to simplify their daily routine, improve their customer experience and improve their lead conversion rates.

Here’s our three-step secret sauce:

1 – Simple, engaging and easy-to-use dashboards, list views and priority management tools that integrate with your existing systems through our API;

2 – Automation tools that result in consistent, intelligent and standardized communications and workflows.

3 – Top producer best practices through our deep industry knowledge and experience.

How they describe their product/innovation: Four main innovations/differentiators:

1 – Deep industry knowledge and top producer best practices built into our system;

2 – Simplicity and customization of dashboards and list views based on user role (including assistant and manager dashboards, which is great for teams);

3 – API integrations with third party applications so that your staff doesn’t have to log into multiple systems; and, drum roll, please…

4 – Concierge-level onboarding process that results in 70% + user adoption rates within 3 months of launch to your organization! As you know, adoption and implementation is the main driver of ROI with any technology investment.

Product distribution strategy: Direct to Business (B2B)


Bus. Dev., Press & Sales: Gibran Nicholas, CEO,, 734-385-6177

More Videos: FinovateFall 2017