Jon Shaw, CEO of Moneysoft

Communicating with advisors on a personal level, but at mass scale

Jon Shaw, CEO of financial planning software provider Moneysoft, take a longer-term view of their partnership with Ensombl. A vibrant and growing advice profession is good for everyone – consumers, advisers, and firms like Moneysoft. Contributing to that growth therefore helps drive positive community and commercial outcomes. In other words, giving back is good for everyone.

“Ensombl has done a brilliant job of bringing advisors, financial professionals, and suppliers together into an ecosystem of collaboration and communication, where we are able to listen and learn about the prevailing problems, opinions, trends, and dreams within advice. Having our finger on the pulse of the profession allows us to respond in a very constructive way through knowledge sharing, real-world case studies and targeted advancement of the technology we bring to market. And because we are in essence co-creating content with advisors themselves, it feels like we are communicating with them on a personal level, but at mass scale.

Shaw is another partner to praise Ensombl’s collaborative way of working.

“We can run content ideas past their team and receive very honest and respectful feedback about the merit of those ideas and sometimes the tone of the content itself. I find that incredibly useful in terms of ensuring that we hit the mark with the information, messages, and value that we give back to the industry.”

“This partnership will be an enduring one and I certainly feel very positive and excited about the future possibilities. “