PlannerPal

plannerpal.co.uk

PlannerPal is an AI-powered workflow automation platform designed specifically for UK financial advisers and wealth management firms. It integrates with existing CRM and communication tools to automatically generate meeting notes, client documents, and compliance updates, significantly reducing administrative workload. The solution enables advisers to reclaim time spent on paperwork, allowing them to focus more on client engagement and strategic advisory services.

LLM mention score

Normalized 0–100 · last 8 weeks

DataForSEO API

Get LLM mention data of any company via DataForSEO API

Get access to the structured data on keyword, brand, and website mentions in LLMs, including metrics like AI search volume, impressions, and mentions count.

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How to get LLM mention data →

// Fetch PlannerPal mentions
POST v3/ai_optimization/llm_mentions/search/live
[
    {
        "target": [
            {
                "keyword": "PlannerPal",
                "search_scope": ["any"]
            }
        ],
        "platform": "chat_gpt",
        "order_by" : ["ai_search_volume,desc"]
    }
]