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Consulting

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Portfolio of solutions

We continuously assess suppliers and you get a portfolio of selected solutions for your clients

Marketing

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Valuable Ideas

Your get full support from our team for your marketing actions

Resources

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Back office

You get a back and middle office support to provide additional value-added services to your clients

Recurrent business

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Recurrent business

You will be able to provide valuable added-value services at a friendly price. Renewal rate over 95 percent.

PLATFORM OF SELECTED SERVICES

ABOUT OPERANDI

Operandi is a platform providing consultancy, training and services related to credit management, wealth management and b2b trainings. We work exclusively with Advisors, Accountants, Consultants and other professional firms that receive a portfolio of selected solutions together with integrated sales & marketing support to sell additional and value-added solutions to their Clients without investing in technology and human resources.

How Do We Work

We select the best solutions, train Advisors, provide back-office support for development and continuously search to bring new added-value and ensure quality for your new recurrent business.

SELECT SOLUTIONS

We check the market, select the best solutions for each business and develop new solutions.

TRAIN ADVISORS

You are trained to use the selected solutions that best suits your business and your clients' business.

SUPPORT ADVISORS

You get a dedicated back-office with sales & marketing support to develop your new business line.

CONTINUOUS DEVELOPMENT

We continuously check new solutions to bring added value for you and your clients, as well as we periodically audit suppliers to ensure quality.

YOUR BENEFITS

Why should you become an OPERANDI ADVISOR?

NEW LINE OF BUSINESS

You are able to develop a new business line with added-value services.We provide the technology, the content, the training and the marketing for your company to develop its Business Information practice.

HAPPY CLIENTS

By solving issues, you increase clients satisfaction and loyalty. All companies need business information to check clients and suppliers.

QUALITY & INTEGRITY

Your company sells to existing clients a new and valuable services and you maintain your positioning of quality and integrity.

ADDED VALUE

You solve an important issue for each of your clients: to receive the payment of invoices.

MORE SALES, MORE PROFITS, NO COSTS

Thanks to digitalization, you can sell business information solutions to your clients without investing in technology and people to collect and analyse the data. 

RECURRENT SALES

Solutions are an easy sale and recurrent – the renewal rate is over 95 percent.

TECHNOLOGY PARTNERS

Do you want to be one step ahead, embrace digitalisation and consolidate your market position?

Become an OPERANDI ADVISOR!

Meet Our Expert Team

Karim Kheirat

Karim Kheirat

Managing Partner

With over 25 years of experience in Financial Advisory, working for companies like JP Morgan, UBS or KPMG, Karim initiated and continuously develops Operandi. Currently he is the President of ACIA (Association of Credit Risk Companies) and former Vice-President of CCIFER.

Elena Paraschiv-Pop

Elena Paraschiv-Pop

Business Development Partner

Elena has over 16 years of performance in Sales, Marketing and Business Development. The last 10 years are dedicated to the consulting industry. Currently she supports the development of Operandi and she is also a Creative Entrepreneur.

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