Trusted Advisor Platform
Move Faster into Business Advice
- More Clients
- More Surety
- Greater Understanding
A New Highly Automated SaaS Platform
Putting You in Control
Clients’ Needs are Urgent
Successful Trusted Advisors are finding agility is vital in the quest for client value.
Trading conditions are extremely tough …
- Higher cost of money
- Volatile exchange rates
- Uncertain lines of supply
- Increasing competition
- Soaring costs of energy
- Tighter discretionary spend
- Changing administrative needs
- Tight skill availability
Traditional methods are vital
Yet, Formula 1 Teams don’t drive performance using lap times alone
Providing individually focused advice simultaneously across a diverse client base is a demanding challenge
It’s possible to have good success with individual clients but it takes time and that makes it expensive – sometimes very expensive …
Doing so means being able to comprehend, interpret, predict, influence, inspire and facilitate against the context of each individual business. It can take years to build experience and confidence to be able to lead and there’s a logjam of challenges to overcome:
- How can we understand each business in the detail needed?
- How do we do so without new overheads and skills? ·
- How do we find the time to learn and innovate?
- How do we provide onward value and manage risk?
As we move towards leading strategic business advice, what becomes obvious is the difference between delivering familiar services, and dealing with a great number of variables
- Where do we start with such a broad challenge?
- How can we put the time in to sufficiently understand each client’s trading environment?
- How do we know what to do to begin, how best to engage staff and to break new approaches and methods of working into manageable packages?
- How do we create consistency across our staff and indeed find ways of standardising and comparing so that we can stay on top of risk and guide activity?
Develop High Value Add Advisory Work Easily
Onboard new clients with a unique business case led proposal
Designed to give you control and unique insight to your clients businesses together with a very highly automated portfolio of added value services to flow through to the majority of your clients simultaneously – without the need for new expensive staff.
Serve over 90% of your client base and add this service portfolio with minimal additional work.
Economic volatility is fueling uncertainty. Trusted Advisors support has never been more vital.
Afinitis uniquely enables you to drive significant extra value for each of your clients quickly and easily.
Call us now
024 7527 9934
Register for a 30 minute introduction and discover how Afinitis provides a way forward for your Advisory activity
Everything on Your Desktop to
Deliver Leading Edge Business Advice
Onboard new clients with a unique business case led proposal
Designed to give you control and unique insight to your clients businesses together with a very highly automated portfolio of added value services to flow through to the majority of your clients simultaneously – without the need for new expensive staff.
See how one of our Trusted Advisors doubled the profits of a key client …
“I’ve been using Afinitis for just 48 hours and honestly, I don’t know how I’ve lived without it. The lapsed customer report will keep our sales team busy with opportunities for months”
B2B Equipment Seller (UK)
Afinitis uncovered issues impossible to see in the day to day running of this 20-year-old company
Here are 2 examples of how using Afinitis drove improvements:
Lapsed Customers
Afinitis showed 50% of customers were buying and never coming back, highlighting huge potential for the sales team. This discovery enabled the client to focus on high margin cross and upsell opportunities.
Export Activity Down
The client’s largest export market showed a big decrease in year on year turnover, masked by healthy domestic sales. This led the client to focus more on their relationships with export agents reviving this neglected sales channel.
Actioning the unique critical business activity insights provided by Afinitis led to a doubling of annual profit in just 6 months
Our purpose
Afinitis has been developed by a team deeply experienced in the provision of SME operational effectiveness support who believed that new technology combined with world class transformational methods could make a significant improvement.
What do we do?
We have combined an exceptional analysis capability with guidance, task management and client partner facilitation into one breakthrough platform specifically for Trusted Advisors. We help you achieve your goals to provide added value services in high volume across your total client base.
How do we work?
We provide a range of highly innovative SaaS propositions and services that enable you as a trusted advisor to be better able to support development of your clients business performance.
We provide full partner support and bureau capability. White label service is available subject to agreement.
Unlock more revenue in minutes
Increasing your advisory work is a huge opportunity not to be missed.
Afinitis puts the information you need at your fingertips.
How to get started
Simply fill in our short form here and we’ll be in touch to arrange a 30 minute demonstration. If you would prefer, you can call us on 024 7527 9934.
We have a range of value-add services developed to suit differing levels of client need and experience – all ready to go!
After your initial virtual overview, we would look at arrange a face-to-face meeting for 1.5-2Hours to give a thorough demonstration of the full Afinitis offering, including an in-depth tour of the Advisor Suite and commercialisation breakdown.
Within a few clicks you’ll be able to see your client data in ways never seen before that opens up multiple added value opportunities.
Look forward to your next client meeting with your new service offering available.
Armed with multiple insights that will lead to productivity, effectiveness and bottom-line improvements, you are now an invaluable and indispensable part of your client’s team.