The Xpedition Briefing App
Whether meeting virtually or in-person, being equipped with the most relevant, up-to-date information is important for all financial services professionals, no matter what sector you work in.
The Xpedition Briefing App has been created to provide users with a comprehensive overview of everything they need to know about clients, the company, recent conversations and engagements, and any other vital intelligence that will prepare them for the meeting ahead.
So whether you work in wealth management, private equity, insurance, banking, or any other financial services professions, the Briefing App removes the need for you and your team to have to manually source and collate the information they need from disparate systems, dramatically increasing efficiency and productivity, and reducing the chances of missing vital information that make meetings run smoothly.
Connect data from multiple data sources with the Power Platform and Teams
Today, much of an organisations success relies on the ability to accurately capture, analyse and act on the valuable data spread throughout the organisation.
For meetings, important client and account data may be spread across various data sources, whether that be Dynamics 365 or other CRM platforms, Excel, SharePoint, LinkedIn and other applications.
By making use of the Microsoft Power Platform, the Briefing App takes advantage of Power Apps and Power Automate to collate and present everything users need to know in advance of a meeting, without having to manually search for every piece of intelligence themselves, saving time, money and resources.
What’s more, The Briefing App also takes advantage of Microsoft Teams, a leading unified communication and virtual collaboration platform that integrates with Microsoft 365 and the Power Platform to ensure you and your team never miss a thing.
Key FS Xcelerator Briefing App Features and Functions
- Developed on the Microsoft Power Platform for increased agility and connectivity
- Users receive an alert in Microsoft Teams at a pre-determined time before the meeting
- Displays a summary of appointment record and other key data
- The Briefing Note which collates information from disparate sources
- Links allow user to click through to access further info about the meeting
- Takes advantage of Power Automate, providing access to over 350 out-of-the-box connectors
- Fully customisable to meet your specific requirements
- Multiple templates can be used to accommodate different meetings
Thanks to over 350 connectors, you can collate data from multiple sources
By taking advantage of Microsoft Power Apps and Power Automate to generate the note, users can connect to over three hundred and fifty out of the box connectors from a multitude of data sources.
Connectors include Microsoft Exchange, SharePoint, CRM systems such as Dynamics or Salesforce, specialist finance applications, and hundreds of other applications, services, and databases.
If there isn’t a connector available to suit your needs, Xpedition’s team of experts will be able to design and build one to meet your specific requirements.
Get in touch
To find out how the Briefing App can help you and your team save time, increase efficiency and get more from essential meetings, contact one of our expert FS consultants today.