If only running a successful advice business required just the delivery of quality financial advice. But, we all know there’s a great many demands on your time such as coordination and planning to ensure advice is timely and cost effective as well as appropriate and good quality.
This is where your advice management software moves centre stage.
Joining everyone up
There’s often a number of different teams and individuals working across the advice process, requiring robust management around the sharing, collating and storing of information, to ensure you have the required evidence that the advice was produced in the right way with the right client outcomes in mind.
XPLAN, allows you to utilise the ‘Case Management’ functionality which aims to bring process and artefact (such as a factfind) collation together. A case is made up of two parts, the workflow that provides task guidance throughout the advice journey and the ‘Case Benchmark’ set which is the collation of the multiple artefacts of the advice.
If only running a successful advice business simply required the delivery of quality financial advice.
We recommend thinking of a case as being like a suitcase to new XPLAN users. One that holds all of the items that are relevant whilst the ‘person’ carrying the suitcase along its journey is the workflow. There are standard cases that you can utilise either with or without workflow; or you have the tools within XPLAN to create your own.
How cases can be used
A case can be activated right at the start of the advice journey, manually or automatically by another task or process. Here’s how:
With permission, everyone in the business can add and link items to a case for the part of the advice journey they are responsible for.
There are three stages to creating a case in XPLAN.
Once connected, you’re ready to go!
These functions to set cases, benchmarks and organise your workflow are extremely comprehensive and flexible. Tasks can be driven by the outcomes of other tasks, they can be role dynamic, be assigned to groups or even benchmark the average time spent. All of these are settings within the thread and underlying tasks themselves.
So you know with XPLAN you have a place for everything and everything in its place.
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