AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!

Thanks Kellie. The next 12 months present an exciting opportunity to maximise the potential of XPLAN. It’s a great time frame to build a strategic action plan, with clear monthly milestones tailored to your practice. A key focus should be on enhancing automation and streamlining processes wherever possible.

Some critical areas to consider over the next year include:

• Maximising the Client Portal
• Optimising workflow processes for your business
• Automating repetitive tasks
• Reviewing and refining internal documentation to ensure consistency and alignment with client needs
• Regularly reviewing client data and business performance

Looking ahead, there are several key features to be excited about in the next 12 months:

• Digital Signature Integration: The upcoming integration with DocuSign will simplify and speed up client approvals and document management.
• Business Intelligence Enhancements: XPLAN’s new Business Intelligence features will provide powerful, real-time reporting capabilities, reducing reliance on complex coding and offering actionable insights directly within the platform.
• Client Portal Fact Find Review: This update will help advisers collect up-to-date client information ahead of reviews, improving efficiency and client engagement.

Of course, we can’t overlook the impact of AI. I’m particularly excited about the upcoming Advisely webinar, "AI: From Hype to Prototype", where we'll hear more about this emerging space. I've worked with several groups already leveraging AI for file notes and client communications, which marks a significant step forward for the industry. By automating note-taking and project planning, AI can greatly reduce the time spent on administrative tasks, allowing you to focus on refining and implementing your insights.

If you haven't yet registered for the webinar, here’s the link:  Register now – AI: From hype to prototype | Advisely 

The next 12 months are indeed exciting, and I highly recommend developing a business plan that focuses on these areas. A plan with defined goals and measurable outcomes will drive efficiency, improve client service, and allow you to fully capitalise on XPLAN’s evolving capabilities.