Solution introduction

The Client Centric Index is the world’s first diagnostic test designed to help service businesses transform their performance and profitability by aligning their capabilities, structure and culture more closely to their clients and markets

It comprises 12 questions. It takes 5 minutes to complete online. It compares your business against a benchmark of similar service businesses. It’s the routemap to becoming Client Centric

The Client Centric Index is a self-completion diagnostic test. It helps you take the first step towards the transformation of the performance and profitability of your firm by aligning its capabilities, structure and culture more closely to its clients and markets.

  • It comprises 12 questions
  • It takes 5 minutes to complete online
  • It enables you to analyse 6 drivers of Client Centric Profitability for your organisation
  • It compares your business against a benchmark of similar Services businesses
  • It is designed to help executives in the financial services, professional services and business services sectors
     

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.