The document describes a suite of software tools designed for business advisers to enhance service delivery, client management, and marketing efficiency. It highlights the increasing need for business support for SMEs and addresses common concerns advisers face, such as the time and cost of promotion. The platform offers diagnostic tools, contact management, and emarketing solutions aimed at optimizing the operations and effectiveness of advisers.

1. Our unique suite of software tools helps advisers
to market, manage and deliver their services,
leveraging their time and skills for optimal delivery
to clients.

2. Who are the business advisers…?
Providers of general business support to
SMEs
advisers, consultants, accountants, coaches
The number of advisers is increasing
recent reports suggest that business support may need
to triple by 2020*
*SFEDI, BERR, Barclays and IBC 2008
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3. What are the advisers’ main
concerns?
The time & cost of promoting and selling
their services
The difficulty in clarifying the deliverable
(and the value) to prospective clients
And providing support that is
cost‐effective to time and cash‐poor SMEs
AND delivers an economic return for the adviser
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4. Who addresses advisers’ concerns?
Disparate organisations …
Informal networks of product licensees
Partnerships
Consultancy / accountancy firms
Franchises
who may provide programme content
Print‐based diagnostic tools (questionnaires)
Briefing documents
Workshop presentations
Excel‐based applications
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5. theadvisersedge.com –
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Brings together the best from the
content providers and marries it with
the latest technology to provide a
coherent range of programmes and
support
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6. What do we offer?
An on‐demand software suite designed
specifically for business advisers, including
tools for:
diagnostic programmes*
contact management
prospecting (lead management)
client management
emarketing
*In a recent survey the greatest share of support time was devoted to ‘diagnosis of business needs’.
Evidence on skill needs, supply and gaps for Business Enterprise and Business Support, SFEDI 2008
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7. Subscribers to The Adviser’s Edge will have access to a simple,
yet powerful set of online tools − optimising their time per
client.
emarketing Managing your clients and your time
• own‐brand email newsletters • contact management – clients and prospects
(keep in touch with clients and prospects)
• reporting includes:
• newsfeeds
• client status
• interactive demos for advisers’ websites
• advisers / groups of advisers
Core Tools
(proprietary) • administration rights
emarketing management
diagnostic • own‐brand the system
programmes
Diagnostic tools & programmes
• access to a library of diagnostic programmes
• input data online or offline
(eg client responses, advisers’ comments, actions)
• ready‐to‐send, personalised reports
(eg action plans, SWOT analyses, graphs)
• edit (modify) existing diagnostics
• build your own questionnaires
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8. Helping advisers to …
Win new business
Deliver effective support
Manage long term relationships
And improve their ROI
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