Sevices for larger IFAs, networks and support services organisations

Membership satisfaction surveys and development

We can help improve both the actual and perceived value of your services to your members through conducting member satisfaction surveys to determine which elements of your services are valued/under-valued by member firms (e.g. feedback on internal funds), followed by working with management to refine service propositions to improve loyalty/retention.

For example, for former network DBS, we carried out intensive and on-going research with their members to help them understand how they could further develop and improve their services, making them both more cost effective and valued to members, thereby improving their retention and recruitment of adviser firms.

Sales process and adviser effectiveness

We can work with you to help improve adviser effectiveness, productivity and profitability through

- researching customer/adviser expectations and experience of existing processes;

- modelling and analysing existing performance and processes to identify strengths and weaknesses;

- working with management to develop and implement workable solutions.

For example, for Bradford & Bingley we developed a new sales process for their independent financial advisers to advise on and sell personal pension plans more efficiently, and without loss of quality of advice or service to the customer.

• services for product providers and asset managers

• services for small to medium sized financial advisory firms

• services for larger IFAs, networks and support services organisations

• services for mortgage and insurance brokers

• services for solicitors and accountants