AFSL Insights - Apps For Xeppo To Monitor AFSL & Business KPIs

Management Insights

Get business intelligence information to monitor and manage your AFSL and business KPIs. AFSL Insights helps improve the financial services industry, with valuable metrics to make more informed decisions, so you can enjoy the most comprehensive view of your analytical data – and maintain accurate, up-to-date information to run your AFSL. Headache-free.

AFSL Insights helps you operate with efficiency and ease.

The ‘eyes and ears’ of your business

AFSL Insights will warn you when breaches occur. For practice managers, finance advisors and compliance specialists, this saves a lot of time and stress. This technology streamlines your AFSL requirements with a simple ‘filter, search, display and export’ function, allowing you to query, analyse and optimise AFSL data.

Enjoy how this finance technology doubles as a forecasting tool, with a bird’s eye view of your business.

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Review Process

Optimise your review processes with accurate and timely reporting. Monitor compliance risks and regulatory obligations. Isolate and action potential risks to your AFSL. Keep your finger on the pulse of your business, with easy-to-understand dashboards. Questions, answered quickly.

Comprehensive Data points

Comprehensive data ingestion to monitor KPIs and drive business performance. Remove “between fees and advice. Rectify insufficient, incorrect, and old data to uncover discrepancies between fees and advice. Help identify trends in revenue and funds under advice.

Insight Reports

Gather holistic insights across your technology stack, delivered seamlessly via Microsoft Power BI. Seamlessly combine CRM and revenue data to make informed management decisions.

KEY FEATURES

Isolate and action potential compliance risks to your business.

It is vital that you have current, accurate and timely data
to run your AFSL.

Importance of Data

Good quality data ensures:

Efficient & accurate advice and review processes
Accurate and timely reporting
Ability to monitor and report on your compliance and regulatory obligations
Better understand business performance and drivers to grow

Insightful Reports

Our Insight Reports will help highlight:

Data not captured at all
Data not captured in the right location
Data not updated
Discrepancies between fees and advice
Powerpoint Style Sales Pack

Business Insights

Gain insights into potential compliance risks to your AFSL

Help identify trends in revenue and funds under advice

Dashboards

Monitor your business more closely and get instant answers using our easy-to-read dashboards

Power BI

AFSL Insights are powered by Microsoft Power BI (Business Intelligence)

This is technology is offered within the Office 365 suite

We come from financial services…we get your problems.

FAQ’s

Get prompt responses from a friendly, professional and knowledgable support team.

What do I need to get set up?

XEPPO SUBSCRIPTION
Your business will need to be subscribed and set up with Xeppo. To sign up to Xeppo Click Here.

Can I get a free consultation ?

Absolutely! Have a chat with our friendly staff about what solutions will best suit your business.

Do you offer support ?

Our friendly staff will be there every step of the way including training and ongoing support.

How do I request the solution?

It is as easy as entering your details in the form on the right.

If you are already on an Opex Subscription you can still use the form below or login to your Zendesk and submit a request.

Alternatively you can send an email to support@opexconsulting.com.au