Successful Trusted Advisors are finding agility is vital in the quest for client value.
Trading conditions are extremely tough …
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:
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.
Register for a 30 minute introduction and discover how Afinitis provides a way forward for your Advisory activity
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.
“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”
Here are 2 examples of how using Afinitis drove improvements:
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.
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.
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.
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.
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.
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.