andrew.wilson's avatar
andrew.wilson
Icon for Iress Contributor rankIress Contributor
5 months ago

AMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything!

Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here on Wednesday 18 December from 3pm to 4pm AEDT to have all y...
client engagement
practice management
xplan
gurpreet.parmar's avatar
gurpreet.parmar
Social Sightseer
5 months ago

Hi Andrew,

I have a few questions regarding the different features in Xplan,

  1. Diary - Will there be a solution where it automatically links to the calendar in Outlook (widely used email software) and you can then manipulate the results?
  2. Email/SMS Templates - I understand that email/sms templates need to be coded. Will there be an AI feature available in the future to write these codes easily instead of going through coding training?
  3. Visualise - Will there be a capability in the near future to be able to download the scenarios to a presentation format

Cheers,

Gurpreet Parmar

andrew.wilson's avatar
andrew.wilson
Icon for Iress Contributor rankIress Contributor
5 months ago

Thanks for the questions, Gurpreet

As mentioned above, we are actively collecting feedback for diary improvements.  If you could raise a Connect feedback that would be greatly appreciated.

Your Email/SMS question is a great use case for what AI could be used for going forward.  Again, feedback for this is welcomed.  Whilst AI isn’t not available now, my tips around email templates would be:

  • Build one base template that you know works:
    • when being received in different email software (Outlook, GMail, etc)
    • viewed on different devices (phone vs tablet vs desktop).
  • Once, you have the above working, view and copy the source to use for all other templates
  • Make use of the email syntax within the toolbar.

Recently a webinar on AI was held on Advisely.  Here’s the link

For Visualise I am not sure what you mean by presentation format.  That said, the merge code for each chart is available on the menu item that you can use in your merge report.  This can also be applied with the infographics.

 

 

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

Recent Discussions

Related Content