• XPLAN - NEW XPLAN NAVIGATION: Online Training

    XPLAN - NEW XPLAN NAVIGATION: Online Training

    Webinar / XPLAN

    This webinar explores the New XPLAN Navigation functionality as it comes towards the end of the IRESS Labs initiative. The New XPLAN Navigation presents a new and intuitive way of navigating XPLAN and includes: Simplified and clean navigation bar Improved client search functionality A new Quick Nav functionality Access to the new IRESS Community

    Web Based

    17/05/2019

    11:00

    More info / book
  • XPLAN - XPLAN LABS - WHAT'S NEXT?: Online Training

    XPLAN - XPLAN LABS - WHAT'S NEXT?: Online Training

    Webinar / XPLAN

    XPLAN Labs initiative is about unlocking the rich functionality in XPLAN by making it more: Intuitive Efficient Delightful This webinar explores some of the new functionality available within the XPLAN Labs initiative before it goes live in your XPLAN site. The next three items available to review as part of the Labs initiative are Opportunities Client Dashboard My Day

    Web Based

    17/05/2019

    14:00

    More info / book
  • XPLAN - CREATING AN INVOICE: Online Training

    XPLAN - CREATING AN INVOICE: Online Training

    Webinar / XPLAN

    When billing clients,XPLAN will allow you to create Invoice product templates that all users can access. Invoices can be raised as a one off or on a recurring basis. Creating Invoice product templates allows you to be consistent in the way you bill if you have a set fee for something or just want to set the wording you will use and leave the amount blank to be completed at the time of raising the invoice. You can raise an invoice for an individual client or a given section of clients.

    Web Based

    07/06/2019

    10:00

    More info / book
  • XPLAN - NEW XPLAN NAVIGATION: Online Training

    XPLAN - NEW XPLAN NAVIGATION: Online Training

    Webinar / XPLAN

    This webinar explores the New XPLAN Navigation functionality as it comes towards the end of the IRESS Labs initiative. The New XPLAN Navigation presents a new and intuitive way of navigating XPLAN and includes: Simplified and clean navigation bar Improved client search functionality A new Quick Nav functionality Access to the new IRESS Community

    Web Based

    07/06/2019

    11:00

    More info / book
  • XPLAN - XPLAN LABS - WHAT'S NEXT?: Online Training

    XPLAN - XPLAN LABS - WHAT'S NEXT?: Online Training

    Webinar / XPLAN

    XPLAN Labs initiative is about unlocking the rich functionality in XPLAN by making it more: Intuitive Efficient Delightful This webinar explores some of the new functionality available within the XPLAN Labs initiative before it goes live in your XPLAN site. The next three items available to review as part of the Labs initiative are Opportunities Client Dashboard My Day

    Web Based

    07/06/2019

    14:00

    More info / book
  • XPLAN - MAKING THE MOST OF XMERGE: Online Training

    XPLAN - MAKING THE MOST OF XMERGE: Online Training

    Webinar / XPLAN

    The Xmerge functionality allows you to design and manage bespoke communications with your clients providing consistent and accurate documents for all. The Xmerge templates can be configured and uploaded to the Templates area where they are available for single, one-off letters to a client e.g. your welcome letter, or, used as part of a bulk mailshot e.g. the Ex Post Fee Disclosure Statement. Used in conjunction with a wizard you can automatically set your templates to apply the Digital Signature and Client Online Access to your documents e.g. your Factfind.

    Web Based

    11/06/2019

    10:00

    More info / book
  • XPLAN - New User Core: Classroom training

    XPLAN - New User Core: Classroom training

    Classroom / XPLAN

    This course aims to teach participants how to efficiently navigate XPLAN, understanding its functionalities including entering client and policy data, and managing clients using XPLAN’s CRM (Client Relationship Management) tools.

    London - Chargeable

    12/06/2019

    10:00

    More info / book
  • XPLAN Mortgage Demo

    XPLAN Mortgage Demo

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage overview webinar provides an outline of our innovative Mortgage and Protection solution.

    Web Based

    12/06/2019

    11:00

    More info / book
  • CASHFLOW -  Online training

    CASHFLOW - Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from XTOOLS in XPLAN

    Web Based

    13/06/2019

    10:00

    More info / book
  • AO - London - Back to Basics -  Classroom training

    AO - London - Back to Basics - Classroom training

    Classroom / Adviser Office

    This Adviser Office Back to Basics training session is designed for new users of the system,existing users who had no formal training and those who require a 'refresher'.

    London - Chargeable

    13/06/2019

    10:00

    More info / book
  • Setup & Sourcing: Online training

    Setup & Sourcing: Online training

    Webinar / Trigold Prospector

    The Setup & Sourcing webinar, has been designed specifically for users who are new to the Trigold Prospector system, or who feel they need a refresher.

    Web Based

    13/06/2019

    11:00

    More info / book
  • The Exchange Protection Overview

    The Exchange Protection Overview

    Webinar / The Exchange

    The Exchange Protection Overview webinar, has been designed to offer new & existing users a complete overview and demonstration of the Exchange and the services that are available to them.

    Web Based

    17/06/2019

    11:00

    More info / book
  • XPLAN - New User Core: Classroom training

    XPLAN - New User Core: Classroom training

    Classroom / XPLAN

    This course aims to teach participants how to efficiently navigate XPLAN, understanding its functionalities including entering client and policy data, and managing clients using XPLAN’s CRM (Client Relationship Management) tools.

    Warwick

    18/06/2019

    10:00

    More info / book
  • XPLAN Mortgage Demo

    XPLAN Mortgage Demo

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage overview webinar provides an outline of our innovative Mortgage and Protection solution.

    Web Based

    19/06/2019

    11:00

    More info / book
  • COMMPAY - Classroom training

    COMMPAY - Classroom training

    Classroom / XPLAN

    This course covers all aspects of the CommPay revenue back office system. Learn how to produce reports, set up payments periods and understand remuneration models.

    Warwick

    20/06/2019

    10:00

    More info / book
  • Setup & Sourcing: Online training

    Setup & Sourcing: Online training

    Webinar / Trigold Prospector

    The Setup & Sourcing webinar, has been designed specifically for users who are new to the Trigold Prospector system, or who feel they need a refresher.

    Web Based

    20/06/2019

    11:00

    More info / book
  • The Exchange Protection Overview

    The Exchange Protection Overview

    Webinar / The Exchange

    The Exchange Protection Overview webinar, has been designed to offer new & existing users a complete overview and demonstration of the Exchange and the services that are available to them.

    Web Based

    24/06/2019

    11:00

    More info / book
  • XPLAN - Next Steps: Classroom training

    XPLAN - Next Steps: Classroom training

    Classroom / XPLAN

    This course has been developed as a follow on to New User Core. It is aimed at users who are involved in the servicing elements on XPLAN. We recommend you then attend the supplementary workshops, webinars and videos to build on this training day.

    London - Chargeable

    26/06/2019

    10:00

    More info / book
  • XPLAN Mortgage Demo

    XPLAN Mortgage Demo

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage overview webinar provides an outline of our innovative Mortgage and Protection solution.

    Web Based

    26/06/2019

    11:00

    More info / book
  • XPLAN - ALERTS MANAGER: Online Training

    XPLAN - ALERTS MANAGER: Online Training

    Webinar / XPLAN

    Alerts Manager allows you to create and save a search based on specific criteria set by yourself. It can be set to automatically run and then notify you when the criteria has been matched. Alerts Manager can be used for a variety of reasons but some examples of Alerts are: reviews due, compliance alerts, client key dates such as retirement dates which could highlight new business opportunities. By using Alerts Manager you will be able to proactively utilise the data you hold within XPLAN.

    Web Based

    27/06/2019

    10:00

    More info / book

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