Our Services

Consultancy

Working with you

To Achieve Your Business Goals

Our consultancy is varied and adapted to the need of our clients. We work with a number of small and medium sized financial advisory firms that are looking to implement or reimplement their technology solutions. Designing bespoke plans and liaising with their product providers we ensure maximum results can be achieved.

With the technology market becoming more fluid we see an ever increasing number of firms looking to change and we work to offer unique implementation support, covering project management, short term outsourcing of income and valuations and data migration support, or longer term outsourcing solutions.

When moving back office technology one of the most difficult parts is familiarisation and understanding the full capability, along with trying to deliver your normal daily work. Our method of taking responsibility for key areas such as income over a short period of time means that you can focus on learning and delivery on other parts of the system, knowing you are still making key decisions but your business is moving into business as usual much quicker.  Once you are ready we then work to train and hand back on these key areas and you have best practice and processes in place.

Areas of consultancy we can assist on:

  • Working with you to prepare you data and processes for sale
  • Reviewing your use of your technology and recommending action plans in line with your business objectives
  • Data Migration
  • Data analysis
  • Document templates integrated into your back office software
  • Training staff on best practice/new processes

Our goal is to provide an effective framework for your business so that you can focus on your client service proposition delivery.

Want to find out more?

If this sounds like just what you need, then click below to book some time with Sarah Challenor to discuss further.

Our Products

Packages For Every Need

Please get in touch to discuss any of the packages shown here.

SelectaCRM

£595 + VAT

 A complete suite of documents that you can edit, amend and use to manage the selection and implementation of your new back office/CRM system.  .

We also include a free 30 minute consultation

IO Database Assessment

 £295 + VAT

A comprehensive report covering key areas of your database allowing you to understand your data and build an action plan, this can be especially valuable if you are looking to start preparations for selling your business.

Included free is a 30 minute consultation to discuss the results and action plan

Adviser Office Database Assessment

 £345 + VAT

Covering key areas of your database allowing you to understand your data and build an action plan, this can be especially valuable if you are looking to start preparations for selling your business.

Included free is a 30 minute consultation to discuss the results and action plan

Get In Touch

F115: THE ATKINS BUILDING, LOWER BOND STREET,
HINCKLEY, LEICESTERSHIRE LE10 1QU
0116 4977111
help@adviseroutsourcing.com
REGISTERED IN UK, NO. 09724478