Enzumo Workflows

At Enzumo, we understand the pivotal role automation plays in your business. Historically, automating workflows has been a complex undertaking, often accompanied by significant costs for a practice (upwards of $20k!). Recognising the need for simplicity, swift implementation, and affordability, we are pleased to introduce our latest suite of workflows. Now, you can seamlessly acquire and implement these solutions immediately, transforming your operational efficiency without breaking the bank.

Incorporating cutting-edge workflow automation into your financial planning practice is a strategic move that brings unparalleled benefits to both your clients and the profitability of your business.

Elevate your Advice Practice with our meticulously crafted workflows, designed to guide prospects seamlessly through your distinctive client journey. From the initial appointment to annual reviews, including essential administrative tasks, our workflows offer a range of advantages tailored to boost your business:

1. Empower your staff by providing a structured guide through the standardised processes you define for your business.

2. Ensure consistency in client communication with built-in templated messages, reflecting your professional brand consistently.

3. Gain visibility into the progress of your clients within the journey, allowing for strategic decision-making and personalised interactions.

4. Enable proactive task management, giving users the ability to stay ahead of deadlines and opportunities, fostering a proactive approach.

5. Seamlessly incorporate XPLAN automation where possible, ensuring efficiency and accuracy in your workflow processes. Transform your practice with workflows that not only streamline operations but also enhance the overall client experience.

Choose from our selection of three distinct workflow series, allowing you to kickstart your journey immediately based on your business's current stage.