Xeppo is a world-first tool for financial advisors, business advisors and accountants. Xeppo provides a complete view of all of a client’s moving financial parts in a single dashboard, even if they are stored in separate specialist systems, enabling advisors to build stronger client relationships and drive business growth.Your business connected.
Xeppo continually collects information from multiple sources – both external and internal systems – and brings them together into a single view of a client. This information can then be used in a range of ways – to add value to clients, identify business development opportunities for the firm or manage relationships through CRMs.
Xeppo can also push the collected and consolidated data to other business systems, such as sales and marketing CRMs or analytics tools, enabling you to better manage client relationships and develop business. The Xeppo Sales App is a plug-in that’s been specifically created to leverage data to identify business leads, opportunities and track them through the pipeline.