We do this by the use of Digital Transformation techniques exclusively captured within this single SaaS.
Afinitis enables Trusted Advisors and Ecosystems to do More, Faster, Better and with Less Churn
- Supporting Advisor firms’ Own Transformation
- Improving ability to work with unknowns
- Additional Value Propositions
- Handling Professional Challenges and Pressures with confidence
- Attract , Coach, Lead Success and Retain Key Staff
- Best Practice Guidance – Client and Team Overviews – Volume Engagement with Lower Risk
- Accelerated Advisor Career progression
Afinitis allows Advisor firms and Trusted Advisors to better serve their target market providing
- Ease of Use via Technical Innovation and Automation – accessible regardless of tech ability
- Team Engagement via Value Pathways – combining experience with structured guidance
- World Class Analysis – cascades and perspectives – empowering stronger decisions