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zita.white
Iress Team
Iress TeamAMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
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With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...
Is there any software/App available yet to allow Advisers to dictate directly into a File Note in Xplan? Do you have any suggestions on how best to cut down the time it takes to get a written File Note into Xplan following review meetings? We are looking at a 'talk to text' system and would love to know if anyone has found anything that works well for them.
zita.whiteIress Team
Iress TeamThat’s a great question fenella.smith
Several third-party providers integrate with Xplan, including Voice Recognition, Lumiant and Avanser. We’re also in discussion with additional providers to add them to Iress Open, but there are no confirmations or ETAs at this time.
Jessica Lamb shared an excellent video in a previous discussion about using a Google Chrome extension for voice-to-text in Xplan. You can check it out here: speech to text - Xplan integration | Advisely
Additionally, YBL offers a third-party product that uses AI to listen to your meetings, providing prompts for missed questions and assisting in producing meeting notes. While it doesn't automatically save notes to Xplan yet, it can update fields in Xplan based on your meeting. This could be a great tool to increase efficiency.
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