EngageCSD
Financial Services - , ,
EngageCSD Employees
EngageCSD Details
EngageCSD aim to assist financial planning practices to manage profitable businesses through outsourcing internal management projects to allow them to focus on what they do best - write business and generate revenue. EngageCSD provides practice management services through project management of business planning objectives. We manage a wide variety of practice management projects which may be 'one-off' or the complete management and implementation of a business plan objectives. Due to demand we have recently added Xplan services to our offering which includes general Xplan customisation, workflow management, invoicing, data feed management and adhoc training. We are also exploring using Xplan for marketing campaigns, newsletters and other initiatives to help businesses grow. We engage directors and relevant staff in projects to ensure they have full project input and accountability for key projects, where required.
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