With financial services markets & the wider economy in a state that hasn't been seen for a generation, it's vital to obtain client feedback & find clever ways to generate opportunities, client referrals and information that can be used in your marketing
Our client feedback surveys for financial services organisations and IFA's are developed to understand what's really going on in the minds of your clients. It's not a case of putting together a survey every few years and filing the results in a lever arch file somewhere to gather dust.
We ensure you know just what your clients think about the way you do business. Whether that's assessing the speed of service you deliver, quality of advice, timeliness of offering products and planning, or the overall value of advice you've provided across the whole spectrum of your services.
It's important we know what your clients think and ensure you comply with TCF but more so about the investments they make with you, the products they've taken that can protect their wealth and the general advice and guidance they've received from you. Only then can you change the working practices that aren't helping your clients. And furthermore you can shout from the rooftops about the positives and push those messages through your marketing, your newsletters, seminars and website.
What's more we can use the process of a client feedback survey to profile possible new leads for you. It's also a great way of upselling and cross selling your services, something we know we could all be better at. We finally ask your clients if they know of anyone who could be a useful contact or client for you thereby proactively asking for referrals.
That's the structure of every client feedback exercise we conduct for our financial services clients and IFA's. To understand what's good, what isn't so good and obtain referrals and new business opportunities from the client feedback exercise.