Shared Services Client-Advisor Relationships


Leading firms use value-adding strategies and techniques to improve client-advisor relationships in their shared services centres. Learn about the advantages and drawbacks of using these, how to implement them, and the key factors for achieving success.

Technique Overview

Shared Services Client-Advisor Relationships

Shared Services Client-Advisor Relationships Definition

Shared services client-advisor relationships refers to the nature of interactions, communications and expectations between the shared service centre (advisors) and internal customers (clients). Relationship management is sometimes based on service level agreements (SLA), which define the scope and governance of the shared services parameters and performance levels. However, leading organisations tend to favour flexible partnership models, which are more responsive to changing business needs and more conducive to building trust (Herbert & Lu, 2013).

Shared Services Client-Advisor Relationships Description *

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Business Evidence

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Business Application

Shared Services Client-Advisor Relationships Implementation *

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Professional Tools

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Further Reading

Shared Services Client-Advisor Relationships Web Resources *

Shared Services Client-Advisor Relationships Print Resources *

Shared Services Client-Advisor Relationships References (4 of up to 20) *

  • ACCA (2012) Finance Transformation: Expert Insights on Shared Services and Outsourcing, Accountants for Business, Jan.
  • Avery, J., Fournier, S. and Wittenbraker, J. (2014) Unlock the Mysteries of Your Customer Relationships, HBR, July-Aug.
  • Beaman, K. (2007) Common Cause: Shared Services for Human Resources, IHRIM Press Book, Austin, Texas.
  • Bergeron, B. (2003) Essentials of Shared Services, Wiley, New York.

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