Planda.ai

Planda is a B2B AI platform that helps wealth managers, banks, and financial services firms turn fragmented customer data into commercially actionable intelligence.

Financial services firms sit on enormous amounts of data. Most of it goes unused. Planda connects it, makes sense of it, and activates it across existing workflows.
The platform works across three layers:

1. Data Resolution  - cleaning and unifying records across systems at scale
2. Intelligence - identifying behavioural segments, patterns, and early signals for churn, vulnerability, and cross-sell opportunity
3. Activation - personalising engagement across CRM, advisor, and digital channels, without replacing existing technology