"I can promise you that very few of my competitors have something like what you sent me...!"Randy Pickett CIMA, ,
President of Pro Wealth Management
This program is designed to help organizations build their business through an annual, automated and measurable client feedback program that is independent, unbiased, and confidential.
Frequently Asked Questions
Easy to Execute - Just Send an Email; We Do the Rest!
Our survey process is quick, easy and efficient. After you enroll, our research team will help you launch the survey, analyze the results, and email you the final report(s). Learn more>>
Key Insights & Learnings
Each survey has been designed by an expert panel and designed to reveal critical insights, such as:
1. Brand Image. What thought comes to mind when a clients thinks of your firm?
2. Customer Service. How do clients feel about your customer service and support?
3. Product/Service Satisfaction. Are clients satisfied with your products & services?
4. Critical Issues. Are there any critical issues that need immediate attention?
5. Upcoming Challenges. What challenges will clients be facing in the next 12 months?
Download a Brochure to Learn More
There are two main types of reports.
1. Aggregate Report
Shows average aggregate responses for all questions.
- Benchmark year-to-year trends & progress
2. Individual Response Report
Shows how each client answered every question.
- Take specific action on a client-by-client basis