How it Works
Personalised Support
Each client is assigned a dedicated client manager who understands their business needs and goals.
The client manager is responsible for managing the retained relationship and will be the primary point of contact throughout the engagement. They provide ongoing advisory support and help introduce specific Finativ experts as required.
On-Demand Expertise
You have access to the entire team of financial services experts as needed, enabling you to tap into a range of skills and perspectives to tackle your business challenges and opportunities.
The team is available on a flexible, as-required basis, allowing you to adjust their resources to match changing business needs.
Review and Feedback
The engagement is reviewed monthly to ensure that your business requirements are being met and to introduce specific Finativ experts as needed.
Any work carried out above the retained time allocation is charged at the prevailing rate. The retainer typically ranges from two to five days per month, with a minimum six-month term.








