Products and Services

• Gap Analysis - Get a clear understanding of differences between your existing offerings and those of a potential new provider. Create specialized offerings, and ensure clients receive excellent service.

• Client Solution Process - Align your clients with the appropriate solutions. ActiFi will document and create a visual representation of your process.

Client Acquisition & Transition

• Value Proposition Description - Clearly define a consistent message that conveys the benefits clients receive working with your firm. Enable clients to effectively tell your story and become your advocates.

• Client Experience Depiction - Illustrate a “Year in the Life” of working with your firm. Show the client work your team does behind the scenes that may go unnoticed.

Sample Year in the Life - Click to Enlarge

Client Service & Retention

• Prepare Book of Business - Making a transition is the perfect time to review your client base. A Client Segmentation provides an understanding of which clients are profitable and are best for your new firm.

• Preparing Clients for Change - Create a strategy and a process for client communications, so they understand and welcome your business transition.

• Process Creation - Establishing new processes while you transition can be time consuming and frustrating. ActiFi can either provide you with best practices templates or customize our processes to fit your firm.

• Communications - Implement a client communications program enabling your entire staff to deliver consistent messages in a timely fashion.

Sample Values Chart - Click to Enlarge

Leadership

• Strategic Planning - Assess your business model and identify bottlenecks and gaps. ActiFi will help you set priorities so you know what you need to achieve your goals.

• Mission, Vision, and Values - Create agreement on your firm’s business objectives at a fundamental level and promote corporate goals and values.

• S.M.A.R.T. Goal Planning - Set high level business objectives in SMART goal format, including a system for scoring goals and creating accountability.

• Key Performance Indicators - Establish a system to measure the success you achieve during your transition and for continual improvement as you grow your firm.
  

Sample CRM Technology Assessment- Click to Enlarge

Operations & Technology

• Software Assessment and Selection -
  Select the appropriate solutions that will facilitate your goals. ActiFi will analyze and assess all of your software needs.

• Network and Infrastructure Assessment - Receive a thorough review of your current network environment to ensure availability, reduce costs, meet existing needs, and allow for growth.

• Strategic Technology Assessment - Assess your technology infrastructure and software to identify areas of weakness, locate cost-savings, and provide direction to ensure alignment with objectives.

• Back-Office Processes - ActiFi will provide you with best practice templates or customized processes that will maximize your back-office efficiencies, and prepare for future process automation.

• Interactive Procedure Manuals - Align employees, create consistency, and ensure execution according to your defined standards. ActiFi will document policies and procedures and make them available online for easy access and editing.

• Investment Committee - Reduce the time spent on making decisions, ensure regular investment strategy review, and provide for a higher level of client service.

Sample Hiring Resource - Click to Enlarge

Staffing

• Organizational Structure - Create a structure with defined responsibilities according to key activities and capacity. Determine where you need new staff.

• Staff Readiness Assessment - Assess your staff's ability so you can effectively allocate responsibilities and align talent with task execution. Enable role clarity.

• Hiring Resources - Leverage ActiFi’s extensive library of best-practice resources to help you in all areas of the hiring process.

• Compensation Structure - Retain key employees, boost productivity, and increase profitability via an effective compensation structure that rewards for performance.

Project Management

• Custom Transition Plans - ActiFi will oversee the preparation and execution of a transition plan complete with timelines and responsibilities. Eliminate delays and errors.

• Transition Plan Template - Create a best-practice template that includes key milestones, providing you with the ability to assign deadlines and responsibilities.

• Transition Oversight - ActiFi will define responsibilities and hold your staff accountable for milestone achievement. When needed ActiFi will assume ownership of specific key activities.