A focused engagement.
One opportunity, a clear scope and a useful result. Start with a business case, an operating model, a pilot or a defined system, depending on what you need to establish first.
Agreed deliverables and fee
Engagement & pricing
Start with the value.
Agree the scope.
A new opportunity may need commercial and operating-model work before a build. Another business may know exactly which system needs changing. We shape the engagement around the decision in front of you, the delivery requirements and the people who will use the result.
Discuss your priorities →Different starting points.
Clear commitments.
An integrated programme.
Connect work across teams, data and systems. Agree the wider objective, then deliver in phases with clear responsibilities and review points.
Scoped and priced in phases
A product-led engagement.
Put an EnableWealth product to work in your organisation, with the context, onboarding and support the engagement needs.
Product-specific proposal
What shapes
the proposal.
Scope, data readiness, integrations, customisation, security requirements, deployment preferences and rollout all affect the work involved. Product engagements also depend on the users, usage and support required.
We agree deliverables, responsibilities, fees and review points before work begins. Where uncertainty needs to be resolved first, a scoped discovery or pilot can establish the evidence for the next phase.
Software licences, model usage, hosting and other third-party costs are identified in the proposal, including what is covered and what is billed separately.
EnableRM.
A managed programme.
For enterprises, EnableRM combines realistic conversation practice and AI coaching with programme planning, onboarding, follow-up and progress reviews.
The programme is scoped around your cohort, duration, firm context and support requirements.
Explore the managed programme ↗Plan for the work after launch.
Deployment that fits.
Work with your teams to agree hosting, access, data processing and security arrangements around your preferences and requirements.
Ownership made clear.
Document source-code handover, intellectual property, product licensing and third-party dependencies in the engagement terms.
Support with a purpose.
Agree maintenance, monitoring, escalation, training and ongoing improvement around the system's role in your business.
Before we begin.
Can we work with our existing systems?
We start with your current tools, data and workflows, then assess where integration or a focused change can help. Access, technical constraints and any system changes are agreed during scoping.
How long will delivery take?
Timelines depend on the scope, data readiness, integrations, security review and rollout. We agree milestones and review points upfront, and use early working versions where they help resolve important questions.
How do you approach security and deployment?
We work with your business and technology teams around your security and deployment preferences. Hosting, access controls, data processing, retention and operational responsibilities are agreed for the engagement.
What happens after delivery?
We plan documentation, onboarding, handover and support alongside the build. Maintenance, monitoring, escalation and further development are defined around the system and your team's requirements.
Can we explore an opportunity before committing to a build?
Yes. A scoped discovery or pilot can help clarify the problem, test a solution and establish its practical value. We agree what that phase should deliver and how you will decide on the next step.
How do you handle our data?
Before accessing data, we agree what is needed, who may access it, which environments and providers may process it, and how it will be retained or deleted. Requirements are documented for the engagement.
How do you help people adopt the system?
We involve users in shaping and reviewing the workflow, then plan onboarding and training around their day-to-day work. Adoption responsibilities and success measures form part of the delivery plan.
What does an engagement cost?
We scope and price each engagement around its deliverables, complexity, integrations, deployment and support requirements. Focused work can have an agreed project fee; broader programmes can be phased. Product engagements have their own commercial terms.
Can we start small and grow?
Yes. We can begin with a focused opportunity and define what success looks like before expanding. Where a wider programme is already clear, we plan the phases around that objective.
Who owns what you build?
Ownership, source-code handover, product licensing and third-party components are defined in the engagement terms. Custom systems and EnableWealth products can have different arrangements, agreed before work begins.