CleverAdvice is an independent professional services firm that provides strategic advisory, market research, business planning, and project management services. They help clients with market analysis, developing marketing strategies, business planning, innovation, mergers and acquisitions evaluation, and regulatory issues. Their team of experts provide independent and customized advice to payment companies, banks, insurers, retailers, manufacturers, and others. CleverAdvice adheres to international quality standards and prioritizes client confidentiality.

1. Results not Reports.
Company Profile
Management advisory
Project management
Market research
Training

2. Ad‐hoc business advisory Passion for our work Clear vision & direction
CleverAdvice is an independent, highly focused professional services firm specializing in strategic
advisory, market analysis and research, business planning and due diligence‐related activities.
We provide strategic direction and marketing counsel based on analysis of evolving markets,
competitive dynamics, changing technologies and regulatory shifts.
We provide truly independent advice as we do not
sell third party services, hardware or software.
CleverAdvice brings together a team of business and
marketing strategy, technology and regulatory
experts to deliver comprehensive advice along with
innovative and actionable recommendations.
Our professionals act in full compliance with
international quality and methodology standards
related to management consulting services.
We carry out in‐depth
analysis to identify and
assess both benefits and
feasibility of projects
aimed at suggesting
strategic options to
achieve the shared short
and longer term goals
Strategy Market Research Mktg & Communication Project Management
We analyze purchasing
patterns, latent needs and
preferences regarding the
characteristics of goods
and services that meet
target customer needs
combined with the ability
to identify the enabling
technologies
We create marketing plans
that combine aspects of
product development,
promotion and distribution
and other information
relevant to determine
pricing
We determine the choice of
target client segments along
with positioning of products
and services mix
We provide methodological
and organizational support
to co‐ordinate the roll‐out
of complex projects, and
attention to change
management issues using
methodologies including
Goal Directed Project
Management (GDPM) and
People‐Systems‐
Organization (PSO)
About us
The expertise of our professionals combined with dedication and meticulous care for details allow us
to achieve high quality standards and provide strategic advice combined with in‐depth understanding
of technical‐related issues, with a broad and comprehensive approach.
CleverAdvice is an active member of the European Payments
Consulting Association a pan European association of advisory
services firms registered as an official European Economic
Interest Grouping (EEIG) from 1998
CleverAdvice
is a catalyst of knowledge by
promoting innovative thinking and
challenging mainstream assumptions
to ensure that our clients stay one
step ahead of the competition

3. CleverAdvice professionals are active members of ESOMAR
World Association for market, social and opinion research, the
leading organization for encouraging, advancing and elevating
market research worldwide
Out‐of‐the‐box thinking
Business Planning Innovation Due Diligence e M&A Regulatory issues
We develop mathematical
and financial models as well
as operational tools useful in
analyzing a business in
different economic scenarios
and market conditions
We define the marketing
mix, organizational
structure, processes, and
appropriate monitoring
techniques
We develop innovative
solutions that combine
vision and technical
expertise
We have developed a anti‐
counterfeit methodology
for memory chips with
contactless applications
(RFId) approved by the
Italian Ministry of Interior
We evaluate commercial
and manufacturing
companies with respect to
quality of supply,
reliability, reputation,
customer feedback and
ability to adapt to market
We analyze target markets
and players involved to
identify M&A targets and/
or possible counterparts
We evaluate the impact of
the regulations on market
trends and best practices
at both national and
international levels
We partners with attorneys
that specialize in legal
aspects of payments and
financial services industries
CleverAdvice offers market insights, strategic direction and counsel to payment service providers,
banks and insurance companies, institutional investors, private companies and development agencies.
Industries
Code of ethics
Our professionals share and act according to the code of ethics of the International Council of
Management Consulting Institutes.
During the execution of an engagement, in addition to specific skills, we ensure to bring in fairness
and confidentiality, independence of thought and ensure that our fees are in line with the skills
required and the nature of the engagement.
We strongly believe hands‐on experience in is
important to provide effective advice; as such
all our consultants have actively supported
management during the implementation
phases.
We serve just a limited number of clients at any
one time to dedicate an adequate amount of
resources to each project aimed at successfully
achieve the objectives.
Flexibility
Payments
& Banking
Insurance
& Services
Telecomms
& Media
Retail
Manufacturing
Energy
Strategic recommendations

4. CleverAdvice
Via Ferrante Aporti 34
20125 Milano, Italy
T +39 02 39660672
F +39 02 2870768
e postmaster@cleveradvice.eu
w cleveradvice.eu