Client reviews

G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...

advice servicing

client engagement

clients

technology

jessica.lamb

Advisely Partner

2 years ago

MandyP - reading through these comments, it is so great to see the feedback from the industry and all the suggestions people have put forward.

As an XPLAN advocate, I would love to see XPLAN drive as much of this process for you as possible. To eliminate any manual work and reduce the compliance risk to the business.

I see a combination of XPLAN areas working together:

Review Date data
Scheduler
Diary
Cases (including Threads, Case Benchmarks)
Client Portal Fact Find
Xmerge

I put together an example process that can be run through XPLAN with a focus on automating the process of scheduling the meeting and preparing the advice doc. You can watch it here: A fresh look at the Review Process | Advisely

I also wanted to touch on jenny.brown's comment above. We spoke about moving her Excel report into XPLAN. Having the staff update XPLAN (Not Excel) and a merge report could produce the report at any time showing all clients. Jenny raises a great point that she wants to see this in real time. I think XPLAN would benefit from a feature similar to XPORT - but for the interface. So you can custom-build your dashboard based on fields on XPLAN and display it based on a list of clients. I mean - that would be GENIUS!

Having said that - you can already do this at a client-by-client level - so don't forget that. If you are working on a review for a client, and need data from 5 different XPLAN pages and don't want to keep flicking from XPLAN page to XPLAN page, you can create a Review Summary Page which displays a suite of XPLAN fields you need. Your site administrator could work with you on this space.

Hope this helps. Great topic Mandy.

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