In a world where people expect more for less, striking a balance between efficiency and service can be a challenge. XPLAN provides a comprehensive solution with the tools Advisors need to support their clients and grow their business.
Leads are a specialised type of thread designed for managing business opportunities for new and existing clients.
Leads allow you to:
Campaign Management focuses on managing an event, not the workflow per client.
It allows clients to be targeted and advised of campaigns and supports the Adviser to mine his database and cross-sell to existing clients.
Records of client responses to invitations can be analysed and reported on.
Case Manager allows for an adviser to maintain a collection of activities within a thread that are important to the advise process, such as:
When the adviser meets with the client to determine the client needs or propose recommendations, all the relevant information will be available through one screen.
Additional Modules in XPLAN
Please make contact with your XPLAN Client Relationship Manager to further discuss any of the available functionalities within XPLAN.
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