A Customer Relationship Management System (CRM) offers an advisor a myriad of benefits including, but not limited to, sales and relationship management, marketing support and data analytics, management and security.
In keeping with this theme, Suitebox has now integrated with Xplan by Iress.
Xplan is well established in the South African market place. With its modular delivery, the CRM gives advisors access to a range of tools allowing for all aspects of client management supported by market calculators, scenario planning, risk analyses and lifestyle modeling to name but a few.
The service, as with Suitebox, is internet based, minimising the need for disparate software management and version control.
As for the integration itself, a client meeting in Suitebox can be setup and accessed directly from the client dashboard within Xplan. All meeting artifacts including both recordings and digitally signed and certified documents reside in the Xplan client record making for seamless client interaction with the added advantages of secure video engagement. As well as making for compliant data management, the combined solution gives brokers the ability to future proof their practices facilitating local and international client relationships.
Contact our team here for more information.
To read more about Suitebox: http://www.suitebox.com
To read more about Xplan: https://www.iress.com/za/company/products/xplan/
Click here to download a summary of the Xplan functionality.