The Best Way for Financial Advisors to Connect with Clients
Do you have a process to ask for feedback, testimonials, and referrals? Save time with our easy-to-use system and keep your client meetings focused on what matters most to them.
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Take your time back
Take your time back
Palnu's game-changing solutions improve your client experience and foster new client relationships–with just a few clicks. The uses for the Palnu system are endless, with many advisors sending forms after meeting follow-ups, quarterly reviews, and annual assessments.
🙋♂️ Automate Client Feedback
🙋♂️ Automate Client Feedback
Palnu simplifies the client feedback process, allowing you to create and send (or schedule!) forms in just a few minutes–no coding or design experience required. Using our forms, you can confidently guide your clients to provide valuable feedback, share positive experiences, and offer glowing testimonials and referrals.
🔍 Discover Client Trends
🔍 Discover Client Trends
It’s more than a score: the Palnu Advisor Dashboard (PAD) gives you a clear overview of your client feedback data. Tracking your NPS (Net Promoter Score), CSAT (Customer Satisfaction Score), and CES (Customer Effort Score) through the PAD will automatically generate current insights into your clients’ experiences, making it easy to understand and act on their feedback.
📝 Grow your Client List
📝 Grow your Client List
The Palnu Testimonials Dashboard stores all client endorsements, making it easier to leverage testimonials across various marketing materials and build credibility with prospects. Advisors can use these testimonials to increase their social proof across a variety of print and digital marketing initiatives.
📈 Track Team Performance
📈 Track Team Performance
Palnu’s cutting-edge admin dashboard empowers managers to analyze trends effortlessly across their team of advisors. Admins can now rank, sort, and review advisors in one centralized location, giving them unparalleled insights into every advisor. The Palnu Referrals Dashboard allows you to track and manage incoming leads in one place. With just a few clicks, start a conversation with a new referral.
📣 What makes Palnu Different?
📣 What makes Palnu Different?
Palnu offers effective tools to improve client connections and foster new client relationships–all in just a few clicks.
📝 Customizable Forms: Personalize forms with your branding for a professional touch. Create, edit, and tailor templates to seamlessly match your firm's brand–or let us do it for you.
⏩ Instant Delivery: Send forms within the Palnu system or share a unique link to get client testimonials and referrals in a matter of clicks. No more waiting or copying/pasting drafted emails–get responses and grow your client base faster.
⏰ Time-Saving Automation: Focus on what matters most: your clients. Automate forms and trend analysis, and dedicate your time to more meaningful interactions.
👀 Actionable Insights: Gain valuable insights from client responses with our robust analytics dashboards. Make data-driven decisions that elevate your services to new heights.
📊 Detailed Dashboards: Dive into your NPS, CSAT, and CES scores to easily measure firm and advisor improvement over time.
🔐 Bank-Grade Security: Rest easy knowing that your data is protected by industry standard security measures. Palnu ensures the safety of your information at all times.
Why wait? Listen to your existing clients and connect with new ones all in one convenient place.
Build 1:1 Client Relationships at Scale with Palnu
Palnu offers solutions for firms of all sizes. Our dedicated team tailors each implementation to your specific needs, ensuring that our tools integrate seamlessly for everyone–from solo advisors to large advisory teams.
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