By getting to the heart of Ulton’s business issue, we didn’t just re-engineer their process – we helped them master it. In doing so, we helped Ulton improve their productivity, enhance their client experience and achieve a measurable improvement to their bottom line.
To be truly effective, Xplan needs to be tailored to the exact requirements of a financial planning business. The system should be molded to reflect the way the business operates – not the other way around.
Enzumo has worked with many dealer groups to design and implement Xplan solutions that meet the specific needs of their networks. We take a hands-on approach, working in close consultation with your team to identify your business needs and processes, prioritise them and then design and implement an effective solution.