How the MyNextAdvice service integrates with XPLAN to provide advisers with a seamless method of surveying clients.
The idea of client feedback is great, but the video has no volume. I would like to know how I can setup the feedback process shown on the video to my templates to be emailed to clients. Tks
The next installment which outlines the registration process and the XPLAN configuration is on its way. Have you an account already established?
Apologies for the lack of voice-over... hopefully it doesn't detract too much from the value of seeing the process in action?
The video is very clear even though there is no voice over. Re the account already established, is it an Xplan account you are asking about?
No, sorry - do you have your MyNextAdvice account in place?
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