edward.wilmoth's avatar
edward.wilmoth
Visiting Enthusiast
5 months ago

Xplan Case Benchmarks - Outcome of task

Hi, we have set up our case benchmarks but not all of them can be automated or we have chosen not to automate some and require the adviser/paraplanner/admin/compliance staff member to go and link cer...
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rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
5 months ago

Thanks for sharing your process edward.wilmoth – automation challenges and opportunities are always ripe for discussion.

I'm looking forward to seeing the community jump in and share what’s worked (or not) for their businesses!

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