Most financial services businesses don't have a strategy problem. They have an execution problem. We fix that.
Practical · Hands-on · No fluff
The gaps that cost you most
Your CRM holds data nobody trusts, so your team ignores it and works around it.
Client onboarding is not one-and-done, takes too long, and creates unnecessary regulatory and reputational risk.
Revenue leakage, slow follow-up, unmanaged scope creep, poor automation, weak communication, and untracked upsell.
How we help
Every engagement is hands-on. We diagnose what's broken and build practical fixes alongside your team.
We design, clean up, and embed CRM processes your team will actually follow. From pipeline discipline to reporting that means something.
We find and close the gaps where revenue disappears. Missed renewals, untracked upsells, slow follow-ups, and billing friction that erodes your book.
We rebuild your onboarding workflow so new clients feel confident from day one. Clear handoffs, automated touchpoints, and zero dropped balls.
We map how work flows through your business, identify where it breaks down, and build the structure to make delivery consistent and scalable.
We build the operational frameworks that make governance manageable. Registers, audit trails, and reporting that doesn't take a team to produce.
Sometimes you need someone to take ownership of a problem and get it done. We roll up our sleeves and work alongside your team.
Our process
We spend time understanding your business, your processes, your team, your tools, and where the friction lives. This isn't a tick-box exercise.
We identify root causes behind operational drag, not just symptoms. You get a clear picture of what's broken and why.
We design practical fixes and build them with you. A new process, a CRM rebuild, a workflow, or a governance framework.
We don't disappear after delivery. We make sure your team understands, adopts, and can maintain everything we've built.
About EH Advisory
EH Advisory works inside your business, not above it. We're practitioners, not theorists. We diagnose from inside the operation, build with your team, and leave you with something that actually runs.
Every message reaches Ettiene Human directly. No account managers, no handoffs to juniors.
Practical advice. Real execution. Lasting results.
Process design and adoption that your team will actually use
Leakage recovery across renewals, upsells, and follow-up gaps
Onboarding and service delivery redesigned end to end
Frameworks built to run, not just to report
Common questions
EH Advisory helps financial services firms, fund administrators, trust and corporate services providers, family offices, highly regulated businesses, and other service-led companies improve operations, service delivery, and execution. If your business relies on people, process, and systems to deliver consistently for clients, we can help.
Hands-on. We don't deliver a strategy document and leave. We work inside the operation, building processes, fixing CRM, redesigning onboarding, and embedding change with your team. Strategy without execution is just a document. We care about what actually changes on the ground.
EH Advisory helps fix the operational issues that hold service businesses back: CRM adoption failures, revenue leakage through missed renewals, scope creep and untracked upsells, onboarding that takes too long or leaves clients uncertain, weak automation, manual and inconsistent governance and compliance processes, and service delivery that varies too much across teams or clients.
Timing depends on the scope, but every EH Advisory engagement is structured, clearly defined, and built to deliver practical outcomes. Focused engagements, such as CRM improvement, onboarding redesign, automation fixes, or addressing revenue leakage and scope creep, usually take 4 to 8 weeks. Broader operational improvement programmes across service delivery, governance, compliance, or execution typically take 8 to 16 weeks. We do not do open-ended retainers. Each engagement has an agreed scope, clear milestones, and a defined handover point.
Book a 30-minute discovery call. No pitch, just an honest conversation about where you are and whether we can help. If there's a fit, we'll outline a proposed scope within a few days. We take on a small number of engagements at a time, so if timing works, we move quickly.
Get in touch
Book a 30-minute discovery call. No sales pitch, just an honest conversation about where you are and whether we can help.
Every message reaches Ettiene Human directly. We take on a small number of engagements at a time. If there's a fit, you'll know quickly.
WhatsApp Ettiene directlyTell us where the friction is and we'll come back to you.
↓ Scroll within the form to complete it