Planda Information

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, replacing blunt demographic segmentation with real-time behavioural intelligence that compounds over time. The platform works across three layers: Data Resolution - cleaning and unifying records across systems at scale Intelligence - identifying behavioural segments, patterns, and early signals for churn, vulnerability, and cross-sell opportunity Activation - personalising engagement across CRM, advisor, and digital channels, without replacing existing technology Planda is enterprise-ready: ISO 27001 certified, GDPR compliant, and deployable as API, container, or standalone alongside existing workflows. No re-platforms or data migrations required. Planda has been recognised as a WealthTech100 2026 company and a grant winner in the 2026 FRIL programme with Fintech Scotland.