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Latest Announcement

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Upfront S3, Episode 8 - CX Appeal

Joining us on the new episode of Upfront is Amanda Stevens - one of Australia’s best female speakers on customer experience. It's a brilliant episode talking about the challenges of committing to customer experience amid efficiency drives and cost-cutting. Contains excellent advice, practical frameworks and inspiration for all types and sizes of fi...

tanya.robinson | Whats New
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Advisely CPD Webinar - Solving the $2.1bn advice capacity conundrum

Join us on Thursday, September 19th, at 12pm AEST for an exclusive CPD webinar hosted by Advisely. Hear from Iress, a Deloitte economist and adviser, as they unpack the capacity conundrum and the role of tech in helping advisers free up time to serve more clients.

rainier.reyes | Whats New
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2024 Q3 Xplan product roadmap webinar recording (APAC)

Catch up on the 2024 Q3 Xplan Product Roadmap webinar.We’ve listened to your feedback and as a result, we're investing to evolve Xplan’s functionality, service and support. This is to ensure Xplan meets your needs, making it more powerful, more efficient and more robust across every stage of the advice process.Watch the webinar to find out: A quar...

jess.sayer | Whats New