It's one of the most important interactions between an adviser and a client, forming the foundation for almost every future conversation and decision. The overall ease (or complexity) of the fact find experience also creates a lasting impression, so it's crucial to get it right.
So, what if there was a better way to do fact-finding? Well, now there is...
Introducing a better way to do fact finds in Xplan.
Kick off your client relationships on the best foot with the new and improved fact find experience in Xplan Essentials. Hot on the heels of the Task and Client Hub improvements, we've rebuilt the fact find screens in Xplan from the ground up, in close collaboration with users. Watch the video and read on to learn more about this brilliant new development.
Easy does it
We’ve reimagined the entire look and experience of the fact find. As well as a fresh, modern interface, the data capture process is now even more intuitive. For example, you can now reveal and collapse each section of the fact find and even edit table data inline. You’ll love the ease and simplicity.
Less is more
Get ready for a cleaner, leaner fact find. We’ve worked closely with users to identify the data that's essential to capture at the initial fact find stage. The result? A faster, more streamlined journey that captures the appropriate level of detail. Need to add extra information later? No problem. You can do that easily in the Key / Financial Details sections.
Done in one
The enhanced fact find experience is designed with you and your clients in mind. The updated experience is simple enough to use in front of your clients as you run through the fact find process together. No more jotting down notes to input later - get it done in one.
What's next?
These enhancements pave the way for some exciting AI developments ahead. Imagine being able to review a list of suggested changes to the fact find, based on an earlier client conversation. The decision on whether to update the data rests with you and your team, but AI does the heavy lifting. We're currently working on making this a reality.
Try the enhanced fact find today
The enhanced fact find is now available to all Xplan Essentials users and you can find out more about it on the Iress Community. We hope you love it as much as our pilot users did. We'll be listening closely to your feedback as we continue to evolve the functionality. Not ready for the change? No worries. You can still access the classic fact find experience in Xplan.
Got a self-managed Xplan site and interested in adding the enhanced fact find? Talk to your Iress Account Manager.
If you're not an Xplan user but would like to be, please contact our Sales team for a demo.
