Leveraging your AM-One investment with tailored business consulting to help you increase efficiency and profitability.
Before starting the implementation of a new PMS and CRM application, including outsourcing back-office and compliance functions, reviewing the processes ensures the best organizational setup and prevents costly mistakes. Where necessary, we design your organizational setup with the AM-One and show you the delineation of in-house and outsourced tasks and responsibilities.
Operational efficiency is reached by carefully analysing the various elements and processes in the organization, digitizing in order to automate, and locating opportunities for improvements. In most organizations, the investments into systems and people are not sufficiently leveraged due to poor process design and not utilizing the full potential of these resources, while paying a high price. We aim to bring all elements together and automating the processes.
AM-One provides a compliance framework that meets all the regulatory requirements of MiFID II, FIDLEG/LSFin, GDPR, AEoI, and more.
Analyse CRM data location, quality and business needs for digital marketing.
Concept of digital marketing and roadmap to implementation.
Analysis of processes across departments and systems and localize potentials.
Concept to integrate systems to increase straight-through processing and speed.
MOVING TO THE CLOUD
Analysis of the current IT environment, business needs and costs.
Concept of cloud environment to lower cost and increase functionalities.
Assessment of GDPR regulatory requirements for the business.
Concept for complying with GDPR and list of actions.
SUCCESSION & M&A
Analysis of the business owners strategy and challenges.
Concept for successful exit or growth strategy and project roadmap.
From entrepreneurs to entrepreneurs. Pragmatic and efficient.
Specialized team of senior consultants in various areas of expertise.
Excellence in conceptualization and execution planning.
Sparring partners for owners during project execution.
DATA SECURITY & PRIVACY
Full confidentiality of project.