Client story
Wingate Financial Planning

Xplan case study

“Xplan helps our team do what they do best”

When your advice business is built on having a brilliant team to deliver results and care for its clients, how do you make sure you are focusing on the right things? For Wingate Financial Planning, it was about finding a back office system that could be customised to help them work better, not differently. 

Corporate director, Paul Weeks, tells us about working with Xplan and a committed team.

“Xplan allowed us to take our processes and make them better”

“We looked at Xplan alongside Intelliflo and Focus, but Xplan stood out because we could customise it, and make it feel personal to both our Employee Benefits and Private Client businesses. That was really important to us.

Xplan allowed us to take the processes we were comfortable with and make them better. We were able to build everything around it including finance and compliance to make it all more efficient. The Iress implementation team understood where we were coming from and worked hard to deliver our vision. As soon as we went live it felt like a Wingate system, not just another system that Wingate uses. 

All the key elements of our business processes are now within one system. With Xplan we’re able to identify potential issues far quicker and earlier than was the case previously, which saves time and prevents problems."

“The security of Client Portal is really valued by clients”

“Since introducing Xplan we’ve added video conferencing, Microsoft 365 and Iress Client Portal. This all coincided with a major refurb of our offices during which time everyone worked from home for three months - which turned out to be a good rehearsal for the coronavirus. 

When lockdown happened, we were adamant that it shouldn't cause any disruption to our service. Clients were after reassurance. We didn't want to defer important conversations or reviews. Understandably some of our private clients were nervous about using new technology, but after seeing how the Client Portal enables secure and efficient online communication, they were reassured. And the time saved means we can do what we do best - help clients. Particularly at the moment, it's important we are constantly investigating new ways we can use Xplan to enhance our clients' experience and communication between us.”

We looked at Xplan alongside Intelliflo and Focus. Xplan stood out because we could customise it.

Paul Weeks
Corporate director, Wingate Financial Planning

“Xplan helps our team do what they do best”

"Xplan helps us quickly review cases and ensure the right things are being done every time. Ultimately this benefits the client, aids client retention and referral rates for the business.

We get that advisers like to advise clients and generally don’t enjoy admin but there are certain things they have to do. Now, because our processes are automated, consistent and visible our advisers understand exactly what they need to do and the impact on the team if they don't do their bit. These efficiencies give them with more time to advise clients. Personally, it also means I don’t spend time having painful conversations with advisers about poor admin. Instead, we’re talking about positive advice and business matters – exactly as it should be."

Now I use my time talking to advisers about positive advice and business matters - and that's exactly how it should be.

Paul Weeks
Corporate director, Wingate Financial Planning

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Advice firms of all sizes rely on Xplan to deliver a complete and compliant financial advice service. Find out how Xplan makes it easy to reduce administration, maximise business opportunities and deliver high impact financial advice.

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