Online operations
Online enrolment, delivery, support and record keeping, joined up rather than bolted together.
Online enrolment that captures what you are required to capture, at the point it is easiest to get.
Running the student relationship at distance, including the parts that are legally required.
Retention and retrieval that meets the obligations without manual assembly.
We list these publicly because most of the value of an adviser is knowing which mistakes are common, and that knowledge is not worth hiding.
Removing steps to improve conversion often removes the pre enrolment information you must provide.
Retention obligations apply to the record, wherever it lives. Five systems means five retention problems.
Including when the answer is that you do not need the engagement you asked for. An adviser who never says that is not giving you information, they are giving you an invoice.
We advise on regulation and practice. Where a matter needs a legal opinion or a financial audit, we will say so and stop rather than improvise.
Describe the situation. If it is outside what we do, we will tell you that and point you at who does.