OUR MISSION Threats & Opportunities
Technology disrupts the activity of professional services as accountancy firms. Thanks to technology, professional services companies, the Advisors, can sell new solutions to complement their current offer to their clients.
Advisors can sell technology-based solutions that are regularly used by their clients and develop a long term recurrent income with low investment and no maintenance cost.
Operandi works exclusively for professional services companies (Accounting firms, Auditors, Tax Advisors, Lawyers, and Consultants). We select and monitor the solutions and their providers, we support the marketing and the sales, we report the sales, check the payment of the commissions, and we solve the disputes between the parties.
We provide the following solutions:
- Business Information (Credit report, monitoring of clients, suppliers, marketing list, sectors studies)
- Debt collection (soft collection, legal collection, software)
- Compliance (AML, UBO, GDPR)
- Wealth management and financial planning for individuals (C-levels and entrepreneurs)
- Education and training on our solutions
Numbers Don’t Lie
OPERANDI Advisors are Professional Firms (i.e. Accounting, Audit, Tax, Lawyers), chambers of commerce, business media and independent Consultants.
Meet Our Team
With over 25 years of experience in Financial Advisory, working for companies like JP Morgan, UBS or KPMG, Karim initiated and continuously develops the Operandi concept. Currently he is the President of ACIA (Association of Credit Risk Companies) and former Vice-President of CCIFER.
Elena has over 15 years of of performance in Sales, Marketing and Business Development in B2B & B2C. The last 10 years are dedicated to the consulting industry.
Currently she supports the development of the Operandi project and in the meantime she is a Creative Entrepreneur.
OPERANDI started in 2016 and currently gathers over 29 Advisors and 3rd Party Suppliers. We work exclusively with Advisors, Accountants, Consultants and other professional firms that receive a portfolio of selected solutions related to business information, B2B trainings and wealth management. Additionally we support Advisors with integrated sales & marketing support to sell additional and value-added solutions to their Clients without investing in technology and human resources.