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Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.
Throughout this guide, we’ll explore how the Xplan advice toolset facilitates easier, faster scenario modelling.
How many hours could you save by putting advice workflows on autopilot? Free member-exclusive resource.
Many advice businesses underutilise Xplan’s full potential. A 12-month plan can help you automate workflows, improve compliance tracking, and create a seamless client experience.
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4 MIN READ
Is "data" a dirty word for you? Does it conjure up indelible feelings of guilt and shame?
The main reason people conflate AI and automation? Marketing hype.
If you want a genuine competitive edge, accurate data isn’t just a nice-to-have; it’s non-negotiable.
Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.
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