Institutional Money Managers
Customer Quote:
"I wanted to congratulate you on an awesome project. I think the results of the inter-firm study were excellent. The format was very appealing and the information as invaluable. Great vision and execution."
Anonymous,CEO of a Manufacturing Firm
Client Opinions Brochure
Overview
This program provides Institutional Money Mangers with 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. Portfolio Management. Are clients satisfied with their portfolios?
3. Investment Process. Are clients comfortable with your investment process?
4. Returns. How do clients feel about the level of returns?
5. Communication. Are clients happy with the frequency and quality of communication?
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
Guided tour of live survey,
launch steps, reports & pricing.