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Have you met Colleen?
Colleen boasts over two decades of expertise in the Financial Services sector, with a significant portion of that time spent as an Adviser and the remainder dedicated to Advice Technology. At Enzumo, she’s the Senior Product Owner, a role that comes with the hefty responsibility of overseeing our strategy and product text, refining our strategy…
New to Coding but not New to Xplan
Chances are that if you have emailed or called through to Enzumo Support, you will have dealt with Chris Walls at some point since he joined Enzumo Support in 2021, or you may have crossed paths with him during his time in the industry beginning in 2007.Chris has recently undertaken an additional role in the…
Collaborating on all things processes and XPLAN with Bombora
At Enzumo, we don’t just build and manage XPLAN sites; we become an integral part of our clients’ teams. Recently, Colleen attended the Bombora Practice Leaders Forum in Melbourne to assist with an XPLAN workshop for attendees. Over the two days Nettie, Colleen, and the Practice Leaders delved into all things process and XPLAN. It…
Have you met Michelle?
“For every minute spent organizing, an hour is earned.” – Anonymous Michelle Leversedge Senior Advice Technology Consultant at Enzumo takes this to heart. Michelle takes great joy in working with Enzumo clients, looking at their current workflows and processes, at both a Practice and Licensee level, to achieve more efficiency out of XPLAN, especially where…
Don’t miss the boat with IRESS XPLAN updates
Did you know that in order to keep up with the changing navigation and functionality in XPLAN, you can subscribe to IRESS updates? While logged in to the IRESS Community and navigating around the pages covering different XPLAN topics you will find an options button on the screen which, once clicked, will allow you to…
