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 both 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

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 any gaps, then develop a practice technology roadmap and implementation guide.

Below are 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 solution.

Sound like what you’re looking for? Get in touch with the Enzumo team today.

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 and reporting technology implemented to create efficiencies and reduce risk.

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 adapt the training plan to the needs of the business, which can include:

// Role-based training
// Module-based training
// Face to face workshops and sessions
// Online sessions

Once you have your XPLAN system up and running, we don’t just run off and leave you. We provide maintenance, guidance, and ongoing site management. You have access to a dedicated team of skilled XPLAN support specialists, who are just a 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 with business management reporting
// Overall support and site 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.