Are you looking to engage your clients on a more regular basis? Our 'integration' with Xplan allows you to send data to the Enveeo platform which then personalises a video template for your client. Utilise video content for regular contact requirements such as MDA renewals, insurance renewals or even portfolio or market updates.
Using XPLAN's xport reports, you are able to extract your data from Xplan and send to a secure environment for Enveeo to access and process. As these xport reports can be scheduled you are able to set up your client engagement processes and let it tick over in the background.
And the great news is that we can even automatically add a file note in xplan for each client as the video is sent.
It's so easy - give it a go for a much better engagement with your clients.