Support Better Advice Conversations Through Clearer Client Understanding
Structured discovery and suitability support for advisers, distributors and digital wealth platforms.
Why It Works
Typical advice:
Risk scores, product lists, surface conversations.
PlanPrompt:
Structured discovery, behavioural finance and Indian market understanding.
PlanPrompt is designed to support:
clearer onboarding conversations,
stronger suitability discussions,
improved client participation,
and more consistent long-term engagement.
When clients feel understood, their families gain confidence — and trust grows naturally across generations.
In Your Workflow
Prospecting
Stand out with personality-led conversations that support stronger early conversations.
Onboarding
Use structured questionnaires designed for practical adviser conversations.
Portfolio Design
Align comfort levels, values, and life goals — not just returns.
Reviews
Address concerns earlier through clearer understanding of client priorities and decision patterns.
Retention
Support more consistent long-term client engagement.
“PlanPrompt transformed our client reviews into more meaningful conversations. Clients became more engaged, relationships became stronger, and conversations moved far beyond markets alone.”
Ravi Kumar Achar
Director, WUDStreet