How We Serve You » Implementation

Easy Implementation

Because of its SaaS model, XCM can be implemented in most environments quickly and easily in just two weeks. New users will receive a Welcome Kit that includes a short, easy-to-follow Implementation Checklist to help you better understand the process; our Client Import Tool to help you populate XCM with your current client data; and a Training Overview and Schedule with flexible, weekly web-based training options for you and your team.

We also offer additional training options, as well as pre- and post-implementation consulting services to firms that request additional guidance. Whatever your needs, we will work with you on a program that best accommodates your organization. We know that successful planning is the key to a successful roll out and will work closely with you to customize a plan suited to your specific requirements.