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he voice of the client has always been at the heart of a successful family wealth practice. You know your clients' experience is critical, but are you listening to them in a way that's comprehensive, insightful, and actionable? How can you improve your value proposition? What are their unmet needs? Why did they choose you over other firms?
Your clients have the answers - you just need to ask them.
Net promoter score has been shown to be one of the best predictors of an organization's top line growth. NPS helps businesses evaluate the quality of their client service (particularly in relation to the market), monitor trends, and increase revenue through client referrals.
No metric is more closely correlated with long-term, sustainable business growth than client satisfaction. CSAT gauges how satisfied a client is with specific service areas, dimensions, or interactions. Customizable questions form an in-depth analysis of your firm's strengths and weaknesses.
Value is rooted in human psychology. Based on research with more than 190 companies across 22 categories, Bain & Co. has identified 30 Elements of Value that lift brand propositions above commodity status. They’ve proven that delivering more elements yields higher NPS, revenue growth, and share gain. Learn more.
The Voice of the Client Survey is specifically designed for firms that require the highest level of security and confidentiality. Client responses are processed anonymously and no identifiable client data is given at any time. All research parties are protected under a strict Letter of Agreement.Participating firms agree to contribute their data to a non-identifiable, aggregated industry report, wherein they will be listed as a research contributor. No rankings or individual firm results will be included.
Simply put, we gathered the best minds in the business to craft the best possible survey tool, specifically tailored to the needs of family wealth firms. Then we made it easy to use, affordable, and customizable.
And we're packaging it with never-before-seen industry benchmarking in the form of our Voice of the Client in Family Wealth: Industry Benchmarking Report.
Our Board
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Managing Director,
Business Consulting Services & Education
Charles Schwab
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President, Family Office
Pitcairn
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Managing Director, Client Relations
Greycourt
|
President & CEO
Ballentine Partners
|
Managing Partner
WE Family Offices
|
Partner,
Customer Insights and Analytics
Bain & Co.
Dynata is the world's largest first-party data and insights platform, with more than 40 years’ experience as a pioneer in consumer and B2B insights. They've helped more than 5,500 organizations around the world and in every industry find and accelerate the right insights to market, enable better decision-making, and deliver revenue growth.
Utilizing automation, dashboards, real-time reporting, and mobile optimization, their experienced team is able to provide an integrated approach for realizing the best results from the highest quality research.
Eric Almquist, a partner in Bain's Customer Strategy & Marketing practice, discusses 30 elements of value at work in the marketplace and how companies that deliver more of these elements have higher growth and more customer advocacy.
Ready-to-use, customizable survey
A pre-built online client survey, branded with your logo, plus an option for phone administration. Your firm will have the opportunity to add, modify, or remove questions from the survey. Once customized, the client survey is ready for your firm to disseminate. Your firm, under your brand, will be the only ones reaching out to your clients.
Communication templates
Keep advisors, relationship managers, and clients informed and engaged during the survey process. Craft your own communication strategy, or start with our templates and recommended cadence. It's up to you.
Raw survey data
Complete access to your firm's raw data for processing, analysis, and review. Note: Survey responses are anonymous to ensure confidentiality and transparency - your firm will receive all client responses in full, but you won't know which clients provided them.
User-friendly dashboard
An online dashboard to monitor engagement levels and see your client feedback come to life in real time. Response data is automatically translated into insightful charts, graphs, and tables - we've done all the work for you.
Topline summary
Delivered four to six weeks after your survey closes, a dedicated research analyst will process your data and provide a short summary of key metrics, insights, and implications to guide the interpretation of your results.
Industry benchmarking report
Hearing the voice of your clients is powerful, but knowing how you compare to peers and the overall industry provides an even greater advantage. That’s why, in addition to receiving results for your firm, you will receive the Voice of the Client in Family Wealth: Industry Benchmarking Report.
