About Us
At Engage Practice Management, we specialise in helping financial planning practices achieve operational efficiency through effective use of technology. Our expertise spans across five key phases, allowing you to leverage our services at any stage of your digital transformation journey.
Our Services
Gap Analysis and Technology Selection
- Fill the gaps by selecting appropriate technologies.
- Consider expertise in tech selection to ensure the right mix of solutions.
Understanding Your Business Goals
- Identify your practice’s business goals.
- Match technologies to these goals to align processes to your long term objectives.
- Explore the tech landscape and possibilities beyond common solutions like CRM.
Current State Documentation
- Document your current technology stack and landscape.
- Identify gaps and assess if the current setup can achieve your business goals or needs upgrading.
Technology Implementation
- Plan and execute the implementation of selected technologies.
- Focus on creating an efficient experience through people, process, and technology.
Vendor Selection
- Select suitable vendors and establish good tech partnerships.
- Define what a good deal looks like and what is expected from vendors.
Our Services
Gap Analysis and Technology Selection
Fill the gaps by selecting appropriate technologies.
Consider expertise in tech selection to ensure the right mix of solutions.
Current State Documentation
Document your current technology stack and landscape.
Identify gaps and assess if the current setup can achieve your business goals or needs upgrading.
Technology Implementation
Plan and execute the implementation of selected technologies.
Focus on creating an efficient experience through people, process, and technology.
Understanding Your Business Goals
Identify your practice’s business goals.
Match technologies to these goals to align processes to your long term objectives.
Explore the tech landscape and possibilities beyond common solutions like CRM.
Vendor Selection
Select suitable vendors and establish good tech partnerships.
Define what a good deal looks like and what is expected from vendors.
Gap Analysis
and Technology Selection
- Fill the gaps by selecting appropriate technologies.
- Consider expertise in tech selection to ensure the right mix of solutions.
Understanding Your
Business Goals
- Identify your practice’s business goals.
- Match technologies to these goals to align processes to your long term objectives.
- Explore the tech landscape and possibilities beyond common solutions like CRM.
Current State
Documentation
- Document your current technology stack and landscape.
- Identify gaps and assess if the current setup can achieve your business goals or needs upgrading.
Technology
Implementation
- Plan and execute the implementation of selected technologies.
- Focus on creating an efficient experience through people, process, and technology.
Vendor
Selection
- Select suitable vendors and establish good tech partnerships.
- Define what a good deal looks like and what is expected from vendors.