Overview – Advisory Firms
AT8 has helped to guide many of the leading Distributors in their use of technology to streamline their businesses.
Services
Specific services include:
- Formulating IT/e-commerce strategies – understanding the applications that are needed to drive efficiencies and how they integrate
- Running Procurement programmes based on our streamlined processes and utilising our market knowledge to uncover the relevant issues and benefits
- Project Support- ‘Light touch’ guidance such as sitting on steering committees of IT projects to to provide the benefit of our knowledge and experience gained from running one of the leading Practice Management systems and delivering many previous IT implementations
- Ad hoc, on the spot advice – Quick, targeted advice on specific issues, including trouble-shooting specific problems and concerns
- Market Upd8 – Briefings on key business and regulatory trends and their impacts on business strategy and the use of technology
- Research reports – both industry wide and bespoke
Key Specialisms
Practice Management Systems
Financial Planning Tools
Platforms
Training & Competence Systems
Quotations and New Business Systems
Life, Pensions & Investment Portals
Example Clients
Openwork and Beckett Investment Management
