Avelo solutions for intermediaries

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1 Adviser Office CRM E-business services Adviser solutions Training & development Business discovery Help & support Business discovery services Tapping into our knowledge and expertise to help defi ne your needs Avelo solutions for intermediaries

2 * * ** * FS75494 *These accreditations belong to Avelo FS Limited. **This accreditation belongs to Avelo FS Limited and Avelo Portal Limited. Avelo technology built by experts for experts why choose us? Six ways that Avelo technology can help you through RDR and beyond A long-standing reputation built on innovation and expertise. The most comprehensive technology suite in the market. The largest specialist workforce 400 industry professionals. Business experts who understand the financial services industry and specialist market dynamics. Unrivalled UK coverage and reach. Our market-leading CRM system, Adviser Office, at the core of our intermediary offering, gives you everything you need to run a successful practice. Over 90% of the Top 100 IFA firms use Avelo solutions to power their business. 1 Adviser Office client relationship and practice management system taking the value of your business to a new level. 2 E-business services automating your business processes to reduce cost. 3 Adviser solutions enhancing business development and client servicing. 4 Training, learning and development unlocking your full potential. 5 Business discovery services tapping into our knowledge and expertise to help you define your needs. 6 Help and support our care and commitment to you.

3 How you benefit from Avelo business discovery services Tapping into our knowledge and expertise to help improve your business Within the financial services industry we all face similar issues: costs must be stripped, clients must be better serviced and we need to adhere to a more rigorous regulatory regime. As the market-leading provider of CRM solutions for IFAs across the UK, no-one is better placed than Avelo to help you improve your business through technology. We have a team of industry specialists who have a wealth of knowledge to share. We understand the issues that affect your business, and can make a thorough assessment on how to improve your business processes with the aid of technology. Through a tailored approach we can work with you to help re-engineer your business where you need it, bringing you greater efficiency. Discovery days offer you advice on how technology can help improve your processes. The content, scope, shape and focus of these are flexible to ensure you obtain maximum benefit, and we will work with you to make sure these meet your particular needs, developing an appropriate project plan relevant to you. We also provide a range of other business services that take an in-depth look at the following specific areas: Data quality an assessment to review the accuracy of your data and report back to you on any areas where you can make improvements. RDR an assessment to help you review any gaps in your current provisions to keep you in line with RDR requirements and future legislation, with advice on segmentation, fees and remuneration. Business sale or acquisition to assist you in understanding the value of your company and the quality of data held within Adviser Office. Process and change management to ensure that all your resources are used to gain maximum benefit for your company. No other technology company knows the ins and outs of financial services like we do. Our experts blend financial services with specialist technology capability, to help you make the right business decisions and investments.

4 How they work Guidance, advice, help or analysis all available from our knowledge and insight Discovery days Adviser Office has an unparalleled level of functionality and this oneoff workshop (or it can be a series) will ensure you make the most of it. It s a flexible and tailored way to approach your needs, where we ll talk through processes and define areas of focus with all the relevant parts of your business. The result? Guidance on practical ways that our technology makes things work better, with robust recommendations and project management for implementation as a next step. In these services we can focus on one particular area or a number they are shaped around your needs. Discovery days offer you: Guidance on practical ways that technology can help your business. Feedback that identifies inconsistent processes. Facilitation by an Account Manager we work collaboratively with your business. A plan and structure to follow. Help to achieve your business goals. Guidance to align technology to your business strategy. Helps improve efficiency and streamlines your business processes to reduce costs. Highlights where there is potential to improve efficiency. It builds strong ongoing relationships, and provides continuous communication and continuity of the queries that are being raised. Saves time and provides assistance on implementing with measurable outcomes. Gives you the MI intelligence to inform your business decisions. Ensures that you have total control of your data, however you choose to do business.

5 By removing our repetitive manual processes, extra time can now be spent on more valuable activities. Glenn Urquhart, Business Systems Analyst The Roberts Partnership Other business services These are a range of other services we tailor to your needs; these can cover a range of topics as outlined below: Data assessment It s something of a cliché, but if you don t understand it, how can you control it? In the fast-paced, ever more competitive and regulated world we find ourselves in, you need reliable and accurate data. And the need to have consistently high-quality data is growing. Over time, unless strong controls are maintained, your existing data can become inaccurate and duplicate entries can appear. We can examine your data, reviewing its overall accuracy, and highlighting duplications, missing information and incorrect user rights. This is available as a one-off service or as an ongoing quarterly audit. Training packages to give your staff the skills they need to manage data and create robust monitoring processes have been designed to supplement this should you wish. Data assessment offers you: Data quality assessment. RDR data assessment. Better client segmentation. Improved efficiency. More accurate MI & reporting. RDR How ready are you for 31 December 2012 and the ongoing support for your clients thereafter? We can assess your current provision for RDR, and identify the gaps and suggest ways to meet outstanding requirements. Focusing on client segmentation, service propositions, remuneration and maintenance of data the consultancy package links directly into our training days. So you can define your strategy and implement it, with Adviser Office supporting your new approach. A recommendations report is issued, with an action plan as to how Adviser Office can support the requirements. RDR offers you: Client segmentation. Development of your service propositions. New client procedures. Review procedures. Remuneration. Data maintenance. Reviews your segmentation model against the quality of the data you hold and identifies client profitability. Identifies what services you can offer to clients and how they can be supported. Outlines a process to bring on board new clients and conduct their financial reviews. Considers the right review system for your business including content, frequency and channel (ie face-to-face or remotely). Provides a blueprint for how charges will be made and considers all options client direct or adviser charges (percentage, funds under management retainer or a combination). Provides a blueprint for when charges will be made and considers all options on recommendation, at implementation, after regular reviews, on time spent. Reviews how your data is audited and managed to ensure it s maintained accurately and consistently.

6 Due to the increased efficiency, we can now offer more clients a level of service they would have previously been unable to afford, this in turn leads to increased client loyalty and retention. IFA Alan Moran, Managing Director Interface Financial Planning Business sale or acquisition Whether you re looking to buy a business or sell one, it s vital to have a real understanding of the data that comes with it. For those looking to exit, we can make sure that you re able to accurately gauge the quality of your data and your processes. We can also provide you with a plan to make these as sale ready as possible. For those on the acquisition trail, we can not only help identify those businesses with the most valuable data, but help make sure that you have a good grip on that data and that the process of transferring from different systems is smooth. Business sale or acquisition offers you: Process and change management Whether your business is changing its entire strategic direction or simply changing its focus, you still need to make sure it gains the most benefit. Avelo s processes and change management packages can help you review current processes, develop new ones and then implement those changes; all the while ensuring that you re fully supported by the technology you have available. We will use interactive methods and our workshop toolkit to ensure the correct planning, action and follow-up. Our process and change management offers you: Comprehensive MI output. A review of data accuracy. A series of reports that can immediately show the value of your data and client bank. Assistance in understanding where your data may be harming your business value and how to improve this. Evaluation of the overall effectiveness and efficiency of your processes. Redefinition of your processes. Highlights bottlenecks and other glitches to allow you to reduce any inefficiencies. Creates processes that are truly streamlined and can deliver quantifiable business benefits. Support in implementing the changes to processes. Ensures that the changes are implemented robustly and logically, saving time.

7 We have experienced massive reductions in time and cost and are now almost twice as efficient over a five year period. Phil Thompson, Practice Manager Chambers Ltd Working in partnership Why choose Avelo for business discovery services? No two businesses are the same. So it goes without saying that we treat each project individually and will come up with a plan and recommendations to suit your needs, timelines and budget. There are, however, a number of proven toolkit elements that we will use in that plan. Specific and tailored to your business s profile. Provides financial service expertise blended with technology capability to help you make the right decisions. Our Account Manager-led approach ensures we work in partnership with you to meet your needs. Workshops Typically we use these sleeves-rolled-up sessions at the start of any plan, and during it at key milestones, to define objectives, identify issues and agree responsibilities. Expertly led and moderated with a summary of action planning and follow up included, nevertheless these sessions still require a high level of client commitment. Therefore for maximum efficiency, we recommend that your key decision makers are present. Training days Once changes to systems and procedures have been agreed and implemented, it s critical that your staff can act on them. Our trainers have all worked in financial services and achieved accreditation with the Institute of IT Trainers to the highest standard, and a number have recognised FPC/CFP qualifications. The combination of these elements helps ensure that the style, delivery and pace can be tailored to your needs and we can continually update our knowledge of regulatory requirements. Our specialists and Account Managers work closely together to make sure that the training required fits your business model and is co-ordinated with minimal disruption to your team members, but with maximum effectiveness.

8 Getting in touch Take the opportunity to talk through your requirements with one of our team. They will also be able to help you understand the additional solutions available to ensure you get the full benefit of our intermediary offering. Find out more today. Please call visit or speak to your usual representative. 1 Kingmaker Court Warwick Tech. Park Gallows Hill Warwick CV34 6DY Avelo FS Holdings Limited 0911v1