Product Manager
- Hiring Organisation
- PlannerPal
- Location
- United Kingdom
automating meeting notes, documentation, and CRM updates. Trusted by hundreds of advisory firms, PlannerPal is reshaping the advice industry – improving efficiency, compliance, and data quality across the client journey. The company recently signed enterprise contracts with both a top-10 and a top-5 UK wealth management firm … ensure successful adoption of new capabilities. Monitor product performance, adoption and customer outcomes following release. Conduct post-release reviews using customer feedback, analytics, support data and commercial results. Maintain and prioritise follow-up opportunities and continuous improvement initiatives. Market, customer & competitive intelligence; Develop and maintain a deep understanding ...