Ovation Finance needed a more efficient way of managing their business and the team’s growing workload. They wanted a system that would also produce powerful client and management information, to enable them to better demonstrate the value they were adding.
Ovation have now been using Xplan for over two years and are seeing major efficiencies and benefits, as well as improvements in the quality and amount of information the system gives them which enables them to provide an exceptional service to their clients.
For Ovation, the main benefits of using Xplan have been:
The team were impressed by the real-time view Xplan gave them of their core business activities – things like sales pipeline, activity management, FUM and lead tracking - all provided by Xplan's dashboard of reporting tools.
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