Now, more than ever, we need to keep our clients engaged. The presentation demonstrated how simple tools let Iress users maintain relationships in a secure and effective manner. We considered techniques to deliver a premium, virtual financial advice service that will offer extra value. Solutions use automation to bring business processes together. We considered how we can share and manage information securely, use tools that are optimised for a virtual world, support best practice and deliver a consistent and effective service.
Contact us to find out more about Iress and to see how Xplan's digital tools can help your business.