CD

Clayton Daniel

Chief Executive Officer

Ensombl (formerly XY Adviser)

Sydney, New South Wales


Contact Information

Email
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Company Information

Company
Ensombl (formerly XY Adviser)
Industry
financial services
Employees
26.0
Seniority
C suite

Technologies

Route 53 Outlook Microsoft Office 365 Amazon AWS Gmail Google Apps CloudFlare Hosting Active Campaign SendInBlue Atlassian Cloud Zoho SalesIQ Stripe Google Maps (Non Paid Users) Google Tag Manager Ruby On Rails WordPress.org Nginx Mobile Friendly EventsAir by Centium iTunes Vimeo Google Play Bing Ads reCAPTCHA Google Maps Zoho One Zoho Creator Remote Basis Reviews Data Analytics IoT

Keywords

financial advice financial advisory financial adviser financial planner financial planning financial advisor dealer groups improving advice adviser support advisor support financial services financial education peer to peer learning mentoring financial coach financial advisers cpd accreditation professional development advice delivery compliance solutions peer-to-peer platform collaboration tools events for financial advisors knowledge sharing education resources digital compliance talent hub financial advice platform administration reduction client value enhancement real-time peer learning virtual meetings compliance custom learning assessment advisory support services automation in cpd client management financial services ecosystem interactive learning networking opportunities advice process improvement continuing education digital learning platform financial advice innovation community engagement access to expert insights regulatory compliance tools group learning content sharing live q&a sessions advisory training best practices for advisors financial industry resources self-directed learning insightful discussions better client outcomes knowledge management educational podcasts market research investment strategies client retention cross-industry collaboration client onboarding process financial consulting consulting management consulting education management

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