ABOUT US

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.

CONTACT INFO

  • 10 Edmondstone Road, Bowen Hills QLD 4006
  • Within Australia : 1300 72 02 76
  • International : +61 7 3137 9642
  • Email : hello@enzumo.com
  • Support : support@enzumo.com

RECENT BLOGS

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Paperless Offices – Should We Just Archive The Idea?

Paperless Offices – Should We Just Archive The Idea?

The paperless office has been a goal for many for the past 40 years, but can it actually be achieved in today’s financial industry?
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Kick Starting Your Business Processes

Kick Starting Your Business Processes

Creating business processes can often be a daunting task. You might think your business is running fine and dandy and maybe it is, however there may be some hidden opportunities to improve your team’s efficiency and productivity.
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Can You Afford To Throw Away $2,000 By Refusing To Change?

Can You Afford To Throw Away $2,000 By Refusing To Change?

Do we really have an option to not change moving forward with today's technology? Garth Longhurst shows how you can save time and money by refining your processes; otherwise we change or remain the same.
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Embracing Technology in 2017 – Guide to Success

Embracing Technology in 2017 – Guide to Success

Welcome to 2017. Embracing technology the right way this year, will push you ahead of the curb and achieve your ultimate outcomes.
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The Best XPLAN Present For Your Practice Manager

The Best XPLAN Present For Your Practice Manager

Not sure what to give your Practice Manager this Christmas? Garth Longhurst explores the benefits of giving the gift of time and efficiency within XPLAN.
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Learning Strategies for Success

Learning Strategies for Success

A key component of mastering XPLAN is the continuous education and knowledge development about the system and its capabilities. Learn some top strategies to kick start your learning this year.
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Pet Peeves of the Paraplanner

Pet Peeves of the Paraplanner

Jena Antrobus explores the top 3 pet peeves of the Paraplanner. An insight into what really frustrates your team members and what you can do about it.
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Rise Of The Machines Wrap-Up - Part 2

Rise Of The Machines Wrap-Up - Part 2

Part 2 of 'Rise Of The Machines', where Head of Strategic Relationships; Peter Worn, explores his insights from the recent Conexus Best Practice Forum in Sydney.
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Rise Of The Machines Wrap-Up – Part 1

Rise Of The Machines Wrap-Up – Part 1

Head of Strategic Relationships at Enzumo, Peter Worn, recently attended the Conexus Best Practice Forum in Sydney to discover some interesting insights into technology views in the current financial climate. Learn his thoughts in a two part series over the coming weeks.
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Are Your Client Reviews Slowing You Down?

Are Your Client Reviews Slowing You Down?

Is having all your ducks in a row for your client reviews causing you some heartache? We find that client reviews can be a common pain point for practices, when they significantly chew up important client facing time. The answer lies in your technology which can assist in speeding up the back end administration.
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Preparation Is Half The Battle

Preparation Is Half The Battle

With the recent Olympics on, we all get inspired by amazing feats of athleticism, commitment and passion that drive athletes to conquer new feats of human ability. We can all recognize the 4 years of training, relentless commitment and preparation but do we fully appreciate just how much this makes a difference to the successful outcomes for these athletes, and what can we learn from this as a business?
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Team Profile – A Day In The Life Of A XPLAN System Tech.

Team Profile – A Day In The Life Of A XPLAN System Tech.

Curious about what is on the minds of our System Technicians? Well here’s your chance to find out. This weeks blog interviews Courtney Youngblutt, Team Leader of the Support Team, to find out what she really thinks and her top tips in XPLAN.
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Broadening the Horizons of Education

Broadening the Horizons of Education

What education are we providing to the team members who don't necessarily want to be Advisers or Paraplanners? Learn why you need to reassess where your education and training budget in spent this year.
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The Hidden Market – Using XPLAN to Target Your Market

The Hidden Market – Using XPLAN to Target Your Market

Our existing clients are a prime opportunity to generate up selling and cross selling opportunities, which not only gives sales teams a boost, but also contributes to the loyalty generated with clients. Learn how XPLAN can help you with this, and generate strong specific marketing tactics.
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Are You Sitting On An Unknown Gold Mine?

Are You Sitting On An Unknown Gold Mine?

Data is an extremely profitable business. But do Financial Advisers understand the value that lies within the potential data Gold Mine that they may sit upon? Explore the ways you can dig into your own gold mine to reach out to existing clients and generate more business.
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The Good Adviser – How XPLAN Can Make You A Better Adviser

The Good Adviser – How XPLAN Can Make You A Better Adviser

Are you 'The Good Adviser'? Learn just one of the components of becoming a Good Adviser and how XPLAN can help.
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Why Knowledge Is Power In Change Management

Why Knowledge Is Power In Change Management

They say that change is as good as a holiday. But does this apply in the workplace? This post explores the importance of educating your team throughout the process of Change Management to gain successful results.
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The Barcode – The Silent Savior of Compliance

The Barcode – The Silent Savior of Compliance

If the thought of audit time gives you a headache, then learn about your secret weapon in Xplan - the barcode. Moving forward with the barcode will help save valuable time, money and in the end your compliance reputation.
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When DIY = FAIL : Lessons in Partnering for Growth

When DIY = FAIL : Lessons in Partnering for Growth

With the conclusion that small innovations as are just as important as large disruptive ones, what is the significance to financial advisers to partner with business experts and focus on consistent incremental business improvements?
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New Year’s Resolutions: Is Xplan on your list?

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

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.
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Why are you a Financial Planner?

Why are you a Financial Planner?

Why are you a financial planner? Explore the concept of the 'Golden Circle', a deceptively simple but incredibly powerful tool for your business.
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You’ve built it, so why don’t they come? The top five reasons your staff aren’t using your procedures

You’ve built it, so why don’t they come? The top five reasons your staff aren’t using your procedures

It’s incredibly frustrating to invest time and money designing procedures, only for your staff to ignore them. You might have one or two diligent employees who do everything by the book, but what’s happened to the rest?
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Sharpen your Pencil - What makes a good process good?

Sharpen your Pencil - What makes a good process good?

I’ve seen first hand the dramatic benefits that good process can bring to an organisation. I’ve also seen how much time and money can be wasted on ill-conceived or poorly executed ones. If you want to get the most out of your process engineering efforts, then sharpen your pencil by addressing these ten key questions.
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Taming the Tribe - Why bother with process?

Taming the Tribe - Why bother with process?

Operating your business without clear process is like trying to sail solo around the world without any navigation equipment. You might get there eventually but it’s unlikely you will take the most efficient route.
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The two-minute intro to BPR & BPM

The two-minute intro to BPR & BPM

It seems logical that the OperaTorii Blog begin life at the very beginning with a brief overview of our two main areas of focus – Business Process Re-Engineering (BPR) and Business Process Management (BPM).
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Welcome to the OperaTorii Blog

Welcome to the OperaTorii Blog

Greetings and welcome to the first post on the OperaTorii Blog.
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