zita.white's avatar
zita.white
Icon for Xplan Product rankXplan Product
2 years ago

AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!

Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...
technology
xplan
fenella.smith's avatar
fenella.smith
Network Navigator
2 years ago

Is there any software/App available yet to allow Advisers to dictate directly into a File Note in Xplan?  Do you have any suggestions on how best to cut down the time it takes to get a written File Note into Xplan following review meetings?  We are looking at a 'talk to text' system and would love to know if anyone has found anything that works well for them.

 

  • zita.white's avatar
    zita.white
    Icon for Xplan Product rankXplan Product
    2 years ago

    That’s a great question fenella.smith 

    Several third-party providers integrate with Xplan, including Voice Recognition, Lumiant and Avanser. We’re also in discussion with additional providers to add them to Iress Open, but there are no confirmations or ETAs at this time.

    Jessica Lamb shared an excellent video in a previous discussion about using a Google Chrome extension for voice-to-text in Xplan. You can check it out here: speech to text - Xplan integration | Advisely 

    Additionally, YBL offers a third-party product that uses AI to listen to your meetings, providing prompts for missed questions and assisting in producing meeting notes. While it doesn't automatically save notes to Xplan yet, it can update fields in Xplan based on your meeting. This could be a great tool to increase efficiency.

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