Xplan Integration: Take your client engagement to the next level.
Summary
AVANSER is known for its suite of integrations and the flexibility it provides when it comes to automation, storage and segmentation of data to meet our clients’ commercial needs for their organisation. We recognise the challenges financial industries face in manually capturing conversations during internal and external meetings, and the importance of establishing a client engagement technology platform that captures every word said accurately in business discussions. Therefore, AVANSER now integrates with Xplan, bringing additional benefit to our current solutions offering. Using an indistinguishable AVANSER virtual tracking number, phone calls made to this number can be transcribed and stored as a file note document under the client’s record in Xplan, attributed to the person who made the call. • None Taking front-end digitisation of conversations to the next level On top of that, with all your conversations captured and stored accurately every time, your compliance standards and record keeping will be taken to the next level, and you can achieve time and expense savings through a streamlined process with better compliance standards and automated systems.