Client Retention Solution Program

Client Retention Solutions Program for the Financial Services Industry.

Program Information: Click here

What is the Client Retention Solutions Program?

The Client Retention Solutions Program is an automated client feedback system. Upon interaction with an advisor, clients are invited to rate and comment about their experience. With the experience captured, advisors have access to a powerful online reporting suite that displays up-to-date results of all responses and provides real-time access to client comments. There are numerous features that enable you to view, share, benchmark and respond to your client feedback.

A Win for you and a win for your clients.

By understanding and addressing Client Feedback you increase your chance of client satisfaction, loyalty and ultimately wallet share. The Client Retention Solutions Program empowers your clients establishing a direct line of communication for immediate resolution to significant issues. Short term, the immediate feedback allows you to individualize your client approach, and over time to benchmark your performance to the rest of our industry.

How It Works:

A. Invitation to provide feedback

There are several ways to invite your clients to respond: by emailing an invitation, printing invite info on statements, or by hand-distributing or mailing out an invitation card to your clientele.

B. Clients respond via web

We provide a dedicated web address for the Client Retention Solutions Program. Clients can respond 24/7 at their convenience. The survey takes 5-7 minutes and includes satisfaction ratings and open-ended comment opportunities.

C. Online reporting of ratings and comments

To manage the survey responses, log on to the Online Knowledge Management Console (KMC). This award-winning, web-based reporting site is accessible 24/7 to your management. Client comments are available instantly and survey results are updated daily. Derive key insights and conclusions from the variety of reporting options and formats available.

D. Action taken leads to profitable improvements

The Client Retention Solutions Progam take the guesswork out of determining client satisfaction. The detailed survey ratings and comments enable you to take specific action on the results. This leads to key operational improvements, plans for development, motivation, and increased client loyalty.

Sign up at www.clientsfeedback.com to get started today or call toll-free 1-866-860-8828.

	Client Retention Solutions Program Guide (Detailed) PDF: 2,499.17 kb
	Client Retention Solutions Program PDF: 562.87 kb