Xplan Expert
Xplan ExpertHi Mat, you are are definitely not alone. I have found in dealing with many business the best place to start is asking, where is the biggest pain point within the business. This generally tends to be one of two things. Either Advice Document production or Workflows; too cumbersome, don’t know where clients are up to, don’t know who’s doing what on a client.
Advice Document production fixes need to start with a template review. Are you making use of simple coding like using the client’s preferred name, including the adviser’s signature, etc. Community has a wealth of information available. A great place to start is the Xmerge library
Workflows can be developed overtime so starting simple and building on that is a great approach. You will find that there are steps that can be automated, like sending emails or sms. Understanding Cases is a useful place to start.
Advisely BoardThanks Andrew, I'll be sure to check these out and let advisers know who are struggling with where to start!
