Fund Service Providers
Customer Quote:
"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
Overview
This program provides Fund Service Providers with a structured and turn-key methodology for conducting annual, client research. 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 client thinks of your firm?
2. Fund Accounting. How satisfied are clients with various aspects of Fund Accounting?
3. Transfer Agency. How satisfied are clients with TA service?
4. Distribution. How satisfied are clients with Distribution Support?
5. Customer Service. How do clients feel about your customer service/support?
Download a Brochure to Learn More
Reporting
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
Fund Service Provider Brochure
Guided tour of live survey,
launch steps, reports & pricing.