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jessica.lamb
Advisely Partner
Advisely PartnerAMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything!
With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future.
On Wednesday 24t...
Hi Jess,
With a hypothetical unlimited budget & time, what is the #1 Xplan feature you would love to see added?
Either improving an existing module, or adding something new.
- jessica.lamb
Excellent Question!
If I had an unlimited budget and resources I would re-create the datafeed area to be a direct link back to the fund managers systems so information flowed through in real time and with 100% acuracy!
If I could be so bold as to also suggest a couple more feautures. I would spend money developing AI into tools such as SOA wizards with creating Strategy Wording. Linking AI tools used in client meetings into File Notes and Tasks to auto create follow-up tasks, auto allocated to the right team member, and auto create Checklists for these tasks.
Lastly - using the data held with the CRM to automatically open accounts with providers.
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