We offer a wide range of services
to help you get the best from your technology stack
At its core, Evotra is a management consultancy specialising in wealth management software delivery with a specific focus on CRM systems.
We employ a unique joint delivery model in collaboration with both our client and the technology vendor, combining methods, tools and best practices to provide a structured approach to delivery, ensuring timeliness and adherence to budget.
With a team comprising experienced consultants and dedicated training and support experts, we offer access to specialist skills on a flexible basis at all stages of implementation
What sets Evotra apart is our commitment to helping your clients to maximise the potential of their chosen technology and establish a robust support framework that extends beyond implementation phase and facilitates a smooth transition into ‘business as usual’.
Delivered by Evotra’s dedicated wealth-tech specialists, rEsolve offers software-specific services to support their business and their people in getting the best from their chosen technology. From outsourced site administration and MI reporting, to BAU change management and continuous improvement planning, your clients can access all the wraparound support you need to get your technology working the way you want.
Our consultants work with wealth management businesses of all sizes to design, implement and help run the technology that underpins their business operation, whether CRM, client portals, advice or portfolio management.
Through rEsolve, our wealth tech specialists are available to provide support whenever and however you need it.
About rEsolveEvery step underpinned by a successful strategy
Implementation
Our delivery model combines tools, methods (agile, waterfall and Prince2) and best practices to provide a structured approach to delivery, ensuring timeliness and adherence to budget.
Throughout our engagement our analysts work closely with business SMEs to ensure solutions are in line with organisational strategy and Target Operating Models.
From data migration schemas to best practice workflows, test scripts, and cutover plans – each step of your technology implementation will benefit from our industry and product experience.
Throughout this process, your stakeholders will remain engaged, providing continuous feedback and ultimately endorsing the new system.
To ensure everything is in place, we recommend performing a comprehensive “model office” exercise, where the end-to-end processes are simulated in action prior to go live, helping to ensure a smooth and confident transition.
BAU Success
New software can have a significant impact on employees, particularly when rolled out as part of a new operating model
Drawing on our first-hand experience of this, together with our proven success in business readiness and adoption, we can help ensure your CRM and client portal implementations are a success and your team is prepared and equipped for change.
We’ll work with your stakeholders to create the right culture shift for your business, drive adoption amongst practitioners and empower your users to get the very best out of their new software.
We can offer pre and post go-live staff training, train-the-trainer and refresher sessions as well as written business communications, user guides, videos and release notes.
We can also work with you to help establish effective change management strategies to build confidence across your organisation in the longer term.
Data Management
Data is vital to the success of your business and operations but often it’s a weak link causing significant challenges and missed opportunities.
Evotra has a dedicated data function offering Data Migration, Data Analytics, Management Information, Data Warehousing and Integration services.
Our Data Services team specialise in the UK wealth industry, with unrivalled experience of migrating to and from asset custodians and CRM systems used by UK wealth management businesses. We have a tried and tested methodology for on-site, cloud-based and hybrid migrations, ensuring data integrity, quality and security adherence throughout every project.
We have developed a robust data migration strategy that will form the backbone of your new data ecosystem. We execute proven Extract, Transform, and Load (ETL) processes—meticulously extracting your CRM data from existing systems, transforming it to meet required standards, and accurately loading it into your target system or suite of systems.
Project Mobilisation
Here, we establish a robust governance framework that defines roles, responsibilities, detailed planning and decision-making processes. This ensures that all stakeholders are aligned, risks are managed proactively, and the project progresses with full transparency.
In our experience, your implementation will be most successful if you invest time and resource to define your new Target Operating Model before you get started. We’ve got experience of doing that and we can help you get it right for your business.
We are experts in assessing the current state of a business, identifying areas of improvement and proposing effective operational solutions to drive change.
This means working with you to really understand your current business model and client base, carry out full requirements gathering with your business stakeholders and practitioners, before researching and identifying the most appropriate solution design for you.
We welcome collaboration with trusted partners and likeminded consultancies to ensure best outcomes for our clients.
FAQs
We haven’t yet selected our CRM system. Can you help with our technology vendor selection?
Yes. As you’ll see from our website, we do offer specialist services for specific technology platforms, but our broad background across wealth and financial services technology means we are also experts at helping businesses select their technology right from the start of the process.
What things should we consider before and after a large-scale data migration?
This is one of our specialist areas. In fact, we’ve managed so many data migrations in wealth technology that we’ve lost count! Have a read of our article here for some ideas of things you might want to think about before and after a data migration.
How do you help to drive adoption of new technology amongst financial advisers and investment managers?
There’s no silver bullet. Every business – and indeed every individual working within a business – is different. But the one thing bonding us all together is that it’s human nature to be nervous of change, especially in technology! That’s why we’ve built a team of trainers who don’t just deliver typical ‘training’ as you know it. They come from careers in wealth, not technology, and that means that they will focus on understanding your business practitioners and their specific concerns. They’ll then ensure that any training is delivered to the right individuals, in the right format.
And we don’t stop there – we strongly encourage businesses to involve our business readiness team throughout the process. This means involving them in the early solution design and business analysis stages, and keeping them involved right through to post go-live support. They can handle all the internal communications for you and design a post go-live support programme that will not only help you deliver a successful technology implementation, but will also future-proof your solution so that your user champions and site administrators will feel like they can hit the ground running when the baton gets handed back to them.