Client Focus Fact Sheet Overview
Client Focus gives everyone in your business one view of all your client information, interactions and assigned tasks – including documentation, notes, meetings and emails.
The powerful search engine enables you to quickly mine client data so you can anticipate client needs and identify opportunities for targeted marketing across your client base. And you’ll have a secure solution that permanently records and tracks every change made, with a comprehensive audit trail for compliance.
When it comes to maintenance there are no worries, because XPLAN is fully managed and supported by IRESS, with back-ups, data security, training and day-to-day support.
Client Focus Benefits
Easier collaboration: More than just managing and communicating with clients, Client Focus is about enabling easy and effective collaboration within your practice. Your people will always have a shared centralised view of client information and be on top of scheduled tasks and workflow.
Faster reporting: Being able to extract meaningful data at will, and generate reports, allows you to quickly anticipate your clients’ needs and identify where the best opportunities are.
Better access: With a secure cloud-based solution, you have the flexibility to access your clients’ profiles any time, wherever you are and from any device to get the information you need on the spot.
Key Features of Client Focus
- Highly secure, cloud-based solution
- Rich client data
- Complete workflow management
- Comprehensive audit trails
- Powerful search
- Microsoft office integration
- Document storage
- Advice generation
- Marketing campaigns
- Invoicing
- Access on any device
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