Solution introduction
Use direct input from clients to drive meaningful engagement and growth
The Client Insights platform combines hands-on guidance with innovative technology and tools, to help you gather input and feedback, generate new insights and take meaningful action
The cost of a typical client survey is US$1,345 however that will be discounted if we have a relationship with your custodian or broker-dealer.
We design customized programs for larger teams or organizations, which may include team-based reporting, enhanced analysis or additional coaching and support; fees for such programs will be quoted separately, based on your needs.
