Watch Xeppo's Quarterly Product Update Webinar

Knowledge base

Watch Xeppo's Quarterly Product Update Webinar

Xeppo's Product Specialist Costa Filippou recently provided a quarterly product update webinar to review quarter 1 and deliverables for quarter 2. You can re-watch the recording by scrolling to the bottom of this page.

Quarter 1: Feature Update

  • Addition of new compliance fields
  • Browser notifications
  • Bulk modifying project participants
  • Managing key firm contacts

Quarter 2: Preview

  • Additional Fact Find fields
  • Adding insurance information into Xeppo
  • Syncing of insurance to Xplan
  • SharePoint integration
  • Additional connectors and;
  • Educational series webinars to look out for.

Webinar Resources

You can download a copy of the presentation slides and/or watch the recording below

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