pooja.sharma
2 years agoValued Supporter
speech to text - Xplan integration
Hi there
I am new here and work as Xplan site admin so asking on behalf of an adviser.
Has anyone used any speech to text tool or software which has worked successfully with XPlan (NZ) especially...
Anonymous
2 years agoHi pooja.sharma and jessica.lamb
Thanks for tagging me into this, this is an interesting one as we don't hear a lot of voice use cases like this, but sounds like you both make good use of it. We will discuss it with the team and will keep you posted as we learn more on this.
Thanks again,
Matthew
- Anonymous2 years ago
Hi all,
Just as an update, our engineers and design team have been looking into this and believe we've identified the cause. We're optimistic we can sort this in the near future but a bit more work to finalise the investigation and then implement the change - so we don't have dates to share just yet, but will provide another update once we know a version or some dates :)
Thank you,
Matthew
Recent Discussions
Thread linking to incorrect opportunity when there are 2 active opportunities.
Hi, I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementati...michelle.tarr2 days agoNetwork Navigator18Views2likes2CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin15 days agoValued Supporter42Views5likes1Comment🤓Xplan Hint: Datafeed provider balances
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer n...courtney.youngblutt5 days agoIress Contributor46Views1like1Comment
Related Content
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Exp...