Mutual Fund Companies
Customer Quote:
"This is a wonderful service. Please feel free to use us as a reference for any other advisors, RIAs, and/or B/Ds that are out there that are thinking about using your services."
Craig Phillips CFP,Managing Partner of Client 1st Advisors
Client Opinions Brochure
Overview
This program provides Mutual Fund Companies with a structured methodology for collecting annual, measurable shareholder feedback that is actionable, 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. Revenue Growth. Is there an opportunity to deepen relationships with shareholders?
2. Investment Awareness. How aware are shareholders of their investments with you?
3. Reason for Investing. Why did shareholders choose to invest in your company?
4. Risk. How do shareholders feel about your company's risk management?
5. Returns. Are shareholders satisfied with the level of returns on their investment?
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 shareholder answered every question.
- Take specific action on a shareholder-by-shareholder basis
Guided tour of live survey,
launch steps, reports & pricing.