Client relationships are core to your business. It's never been more important to know your client, to really understand their needs and engage with them. The good news is, it's never been easier either.

Knowing your clients and delivering great service that consistently meets their expectations is easier when you have a single shared view of your client information and activities. Complete CRM functionality within a single advisor software system gives you a better understanding of your clients and helps you identify more advice opportunities. A full range of client engagement tools enable you to deliver an integrated, multi-channel service that’s not only fast and efficient, but available on-demand and in real-time from any device. Yes, you really can have it all. 

Business benefits

CRM solutions - XPLAN

  • Complete client relationship management solution
  • All the tools you need to securely manage client data
  • Highly configurable to your business’ needs and your brand
  • Fully hosted and supported with unlimited document storage
  • Full task, activity and calendar management
  • Digital marketing campaign management 
  • Live portfolio updates
  • Secure client access

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Find out how XPLAN can help you deliver an exceptional customer experience.

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