Little Book of OneE Cartoons.compressed(11)
Where we’re going Our brand makeover in October 2014 was just the start of a dramatic programme of transformation, one which is absolutely crucial if we want to remain a leader in providing innovative and efficient services to professional advisors and their high net worth clients. The next chapter is about to begin and we have big ambitions! One challenge is to broaden our range of professional intermediaries to encompass not only accountants, but also solicitors, wealth managers, IFAs and estate agents). Whilst these market sectors have always existed, it is only now that we can properly diversify and grow to handle the scale of business that we expect to attract.
Our proposition has been refined and there are three main angles of attack:- • We need to simplify the process of pro-actively and efficiently diagnosing tax issues and market this in its own right as an online scalable tool which intermediaries can use to better serve their clients. • We need an efficient and focussed approach to both selling and implementing our “Tax Partner on Demand” and “Tax Dispute Resolution” services • We need to split out the Investments side of our offering into a new brand which has a specific remit of marketing non-mainstream Investments that are creative, diversified, responsible, high-yielding and dynamic. To achieve these objectives we need to work smarter and slicker than ever before. And to do this we need every single member of our team working together and pulling in the same direction.
- Page 1 and 2: Little Book of OneE
- Page 3 and 4: Like any ambitious business, OneE i
- Page 5 and 6: 2011 2012 2014
- Page 7 and 8: Even though OneE has never offered
- Page 9: Moreover, by working together, we a
- Page 13 and 14: But to really explain how this work
- Page 15 and 16: Ok, but what do we actually provide
- Page 17 and 18: Our aims and vision Our aim is to b
- Page 20 and 21: How do Professional Advisors and Cl
- Page 22 and 23: How do we communicate? We need to c
- Page 24 and 25: Responsible business OneE is commit
- Page 26 and 27: Our community We are not an island.
- Page 28 and 29: How does everyone fit together? Dom
- Page 30 and 31: Manage resources to meet the needs
- Page 32 and 33: Achieve high levels of satisfaction
Our proposition has been refined and there<br />
are three main angles <strong>of</strong> attack:-<br />
• We need to simplify the process <strong>of</strong> pro-actively<br />
and efficiently diagnosing tax issues and<br />
market this in its own right as an online scalable<br />
tool which intermediaries can use to better serve<br />
their clients.<br />
• We need an efficient and focussed<br />
approach to both selling and implementing our<br />
“Tax Partner on Demand” and “Tax Dispute<br />
Resolution” services<br />
• We need to split out the Investments side <strong>of</strong><br />
our <strong>of</strong>fering into a new brand which has a specific<br />
remit <strong>of</strong> marketing non-mainstream Investments<br />
that are creative, diversified, responsible,<br />
high-yielding and dynamic.<br />
To achieve these objectives we need to<br />
work smarter and slicker than ever before.<br />
And to do this we need every single<br />
member <strong>of</strong> our team working together and<br />
pulling in the same direction.
Change language