The 21st Century Professional Back Office Workshop


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With the continual demand to raise professional service standards the set up and management of the back office systems and tools is often overlooked as a fundamental part of achieving best practice.

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The 21st Century Professional Back Office Workshop

  1. 1. The 21st Century Professional Back Office WorkshopWith the continual demand to raise professional service standards the set up andmanagement of the back office systems and tools is often overlooked as afundamental part of achieving best practice. To help you understand how toselect, implement and capitalize on the 21st century tools and systems availableto you we have put together a 1 day workshop which will give you an insight intothe following areas;• The real definition of ‘The 21st Century Back Office’• Why it’s so much more that one piece of software• How the right back office system can increase business efficiency and profitability• How to design, select, implement and maintain your back office system• Your legal and contractual obligations in relation to information security, client confidentiality and data protection. £527.50 plus VATOne to one support and consultancy is also available.Who should attend?• The Business Owner/Practice Principle• The Practice or Compliance Manager, Business Administrator or IT supportThe BenefitsYou will gain the knowledge of how to:• Get it right first time!• Source and select the right IT partner by knowing what to look for and what to ask.• Stop wasting money on unsuitable systems, support and training.• Reduce printing and storage costs by moving over to a ‘less paper’ environment.PLUS• We will give you a whole library of back office tools, templates, checklists andguides for you to take away and use in your own business!
  2. 2. Who we areWe are experts in providing specialist solutions to the ever-demandingchallenges that you as financial planners and firms, face day to day.Our extensive knowledge and experience allows us to offer you thesupport and guidance that you need in the following areas:• Creating operational procedures and policies• Building and enhancing team structures• Redesigning workflow and task management• Implementing effective back office systems• Designing, implementing and running HR and Payroll functions• Understanding and managing key professional partner relationshipsOur main objective is to make sure that you and your business areworking as efficiently and as effectively as possible. We are extremelyflexible in our approach and aim to add value to your business by workingclosely with you to help implement the right systems and tools which inturn will free up more of your time to spend on client facing revenuegenerating activities.Your choiceIf you want to work smarter and more efficiently because you know therehas to be a better way of working than ‘your way’, then this workshop isjust for you!.And if that doesn’t tempt you, we have a Value Benefits Guaranteewhich means that if you gain no value from the day we will give you yourmoney straight back! We can’t be fairer than that!To book your place, contact us today! We’re already looking forward toworking with you.