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Enzumo are Australia's largest and most experienced financial services advisory and implementation group. With a team of more than 30 specialists, we help large corporates, dealer groups and financial planners harness the power of technology more effectively.

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  • 10 Edmondstone Road, Bowen Hills QLD 4006
  • Within Australia : 1300 72 02 76
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  • Email : hello@enzumo.com
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New Year’s Resolutions: Is Xplan on your list?

New Year’s Resolutions: Is Xplan on your list?

It’s that time of the year again where we make massive personal commitments to join the gym, stop eating sugar or maybe learn a new language. New Year’s resolutions give us a chance to be completely selfish and just think about ME, with the aim to change for the better. We all shoot for the moon, so why don’t we spend just as much focus on our beloved businesses?

Setting goals may seem like a cheesy practice to some, but setting business goals can be a key element for a great start to the year. There are a myriad of benefits; including giving solid direction to your team, a clear path to guide your success, deeper knowledge of your tactics and the list goes on. The main point is, you can figure out what you want to do and how you are going to do it. 

In the financial industry, there is a mountain of pressure coming from all directions. Unfortunately we can no longer afford to slip behind the times, as every second seems to be counting against us. The combination of increased compliance, FoFA and the ever changing market conditions, you need to ensure you have the right defense and the best weapon for this will be your Xplan system.

If you haven’t thought about your current Xplan efficiency and knowledge, it should be a high priority to master this year. The aim being; you should be able to get the most out of your time and investment with Xplan. To give you a head start and save you even more time, we have given you our top 3 New Years Resolutions that you should be achieving in Xplan this year.

1. Master Your Data – It’s an oldy but a goody. We can’t say this enough; if your data has no integrity you're already halving Xplan’s potential. Data integrity is a core component in all functions within Xplan. Essentially this means that your data needs to be accurate and consistent across the entire system. Make sure your system is trustworthy and ensure there are strict processes around entering data.

2. Automation is Key – This is where your efficiency can really soar. If you can nail automation in Xplan, then you are getting the most out of the system. Ensure your threads are set up and actually reflect what your business is doing. There is no use in even having threads set, if half of the tasks are redundant and your teams are still manually writing out emails everyday. Automation is the fastest route to increasing your business productivity and efficiency and as always the end game of increased profitability. Check out Client Stories to see just how much automation can change your business results for the long term.

3. Learn the System – You don’t really know what you don’t know. Make it your goal to master Xplan this year! Become extremely familiar with the user interface and use the help menu as your guide. It is vital for managers, to ensure their teams are using Xplan correctly and to the best of their ability. Managers; if you invest in proper training and guide materials you will see the value in Xplan climb dramatically and your team’s productivity increase. Remember knowledge is power. If you want even further information on training, take a moment to look at our Learning Management System solutions Master Xplan .

Taking the time to look at your organisations use of Xplan, could mean a massive increase in your business efficiency and profitability, and as we all know in today’s world, not achieving this can be the difference between failure and success. Let’s conquer the later, Happy New Year from Enzumo!

Need more help with your Xplan goals this year? Don’t forget to contact us on 1300 720 276 or fill out the form below to organize a demonstration.

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