We help Advice Experts use Technology to Grow
The team at Enzumo is the largest and most experienced independent XPLAN consulting group in Australia, providing XPLAN customisation and support across the country.
The experience we’ve gained from our first hand knowledge of working with large and small organisations, means we deliver solutions to dealer groups and financial planners that meet their needs for efficiency, return on investment and business growth.
How we can help you
Start with a Consultation Process
Let us review your existing advice delivery process and documentation. It might involve an existing XPLAN system, or you might be starting from scratch. We’ll identify your gaps and weaknesses via our bench-marking system, then develop a practice technology road-map and implementation guide.
We have included below some of the areas we work on with business owners and their teams. This gives you an idea of the areas we cover, but with every business we create a plan that fits their needs, not a cookie cutter approach.
Sound like what you’re looking for? Get in touch with the team today.
Create Value through Advice Documentation
Now is the time to review the advice documentation you are providing to clients. Is it best practice, as well as engaging to your clients?
The Enzumo Advice Delivery Suite is everything you need to support efficient advice production. Get our best-of-breed fact find, advice document and review report technology, all in one comprehensive, coordinated solution.
Here are the components broken down for you:
Client Builder
Our fact finding solution, which supports simple and complex client data collection, built around a single flexible template - all powered using XPLAN.
Advice Builder
A master toolkit of specially crafted advice templates, plus strategy and product text libraries, designed to assist you with fully utilising XPLAN research and modelling functionality.
Review Builder
A comprehensive review report template, which includes the client's situation, goals, past advice, portfolio performance and market commentary, all in an engaging presentation format.
Create Efficiencies Through Automation
In order to grow your business and increase profits, you need to scale and automate. Our Practice Management Suite will get you to efficiency nirvana. Get best-of-breed business workflows, pipeline reporting, FDS and Opt-in reporting technology implemented so create efficiencies and reduce risk.
Business Workflows: they save your practice time and money, plus mitigate risk, by automating many of the everyday advice and administration tasks - nothing will get missed
Pipeline Reporting: understand where you are in the advice process with each client, through insightful new business reporting
FDS and Opt-In Reporting: built around your service offerings, our FDS and Opt-In reporting uses service benchmarks to keep your delivery to clients on time and compliant.
Accelerate Software Integration via Training
To effectively integrate advice software, you and your team need to be adequately trained. We offer comprehensive training solutions, so you see the benefits of your investment quickly. We adopt the training plan to the needs of the business, which can include:
// Role-based training
// Module-based training
// Face to face workshops and sessions
// Webinar based sessions
We want you and your business to be seeing the benefits of your investment in the short to medium term.
Quality Paraplanning Services
We have brought together a panel of highly experienced paraplanning businesses, so that you can have confidence when outsourcing your advice documentation, that you have the right team. Partnering with Enzumo to deliver your paraplanning needs provides the following benefits:
// A partner that delivers a more reliable and efficient paraplanning solution
// Working with a partner that has strong technical and strategic skills
// Makes sure you are kept informed and updated on delivery of projects
// A partner who really understands the day to day operational needs of financial planning practices
Start generating efficiencies through time and resource management, with the right partners.
Ongoing Support Services
Once you have your XPLAN system up and running, we don’t just run off and leave you. We provide maintenance, guidance and ongoing tool management. You have access to a dedicated team of skilled XPLAN support specialists, who are just a quick phone call away.
Some of the benefits of our ongoing support:
// We ensure you’re utilising all areas of XPLAN relevant to your business
// Support the Site Administrator to maintain your XPLAN site
// Assisting the business with business management reporting
// Overall support and maintenance for your team with Xplan
Your team will have access to Enzumo’s XPLAN professionals who understand the approach taken to build your solution.