Forum Discussion
Client reviews
G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...
Thanks Jenny. I'm going to investgae AdviserForms as I know gathering the updated info from the client is a real bug bear for most advice businesses and their clients. I love that you are largely virtual. Not only from a client convenience perspective and also from a paperless office perspective.
Regarding your 'love' s/sheet, could that be handled in the software dashboard? Iress perhaps you can respond here. It seems like an opportunity to reduce duplicate data capture and errors.
laura.capozzi
Iress Contributor
Iress ContributorThis is a really good discussion topic and one that I see a lot out there whereby practices aren't utilising the full potential of Xplan to help in reviews and tracking all the data around them. In my opinion, using a combination of the Review Module (which doesn't have to be just for annual reviews, it can be used for ANY regular client contact), automatically activated Workflows (cases), and Xport reporting, all of the above information can be captured and you can rest assured all your clients will feel the love. This will reduce the double handling of maintaining a spreadsheet and also ensure one source of truth exists and is up to date.
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