If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices when it comes to Xplan? For example, are you segmenting clients properly? Are file notes orderly and retrievable? Do you have zero client email bounceback? If not, join me here on Thursday, 17 July from 3pm to 4pm AEST. I’ve worked with many practices to optimise processes and boost everyday efficiencies. If it’s about establishing solid data foundations, there’s a good chance I can help you do so with Xplan. I’m here to help. Don't miss out – post your questions in the thread now! 💬 This AMA is text-based so I’ll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified. 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.

Really looking forward to this!!! 🙌

Hi Kenny, we are keen to learn more about pulling client lists based by platform (ie a client list of all clients who are on CFS Edge) or by platform and product (ie a client list of all clients who are on MLC and have MLC MasterKey Investment Service).

Hi Kenny, same as Kerri, we would also like to learn more on how to search for clients by platform and then by account type (super, pension, investment) ie. search for all clients with a Macquarie Super account, or all Panorama Pension clients. Understanding this process better will help us improve our efficiency and ensure we are providing the best service to our clients. Any tips, best practices, or detailed steps would be greatly appreciated. Thanks

Hi carolyn.pretorius , Fantastic question and well timed - keep a lookout next week for Part 3 of the Data Series blog by Laura Capozzi which will go over how you can report on dodgy data. Trying not to steal Laura’s thunder, but knowing which data to check for is business specific and you will need to do an audit of what’s important to you, and where you’re falling over, to create that list of things to check. Having an Xplan/Data champion would be key as you’ve identified, otherwise nothing would happen. FYI with your Unknown Entities issue, these may be caused by users aborting a New Client Wizard or importing CSVs using the “create clients” option.

Welcome everyone to this AMA thread! Please ensure you read the instructions on the right-hand side of this page. Submit your Xplan questions, queries and feedback now by hitting the 'Reply' button on the post above and kenny.foo will answer them via text during the scheduled time. Not sure what to ask? I highly recommend checking out some of our blogs in the Xplan Hub for some refreshers, especially courtney.youngblutt's latest piece about data cleansing here. If you have any issues, please don't hesitate to send me a message. Looking forward to seeing all your questions!

17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!