Solution introduction

Our unique assessments are built around 4 principles of customer experience, which are divided into 16 themes. This allows us to pinpoint your issues and areas of opportunity to develop, which we can feedback to you in our detailed report findings

Customer perception + employee perception + management perception + IIC perception = your IIC perception

Analyse your customer, employee and management customer experience perceptions, using our bespoke questionnaire management platform.

Identify the priority areas of miss-alignment and potential CX malignancy in your organisation, as well as areas of best practice.

Uncover the precise changes you need to make, backed with quantitative and qualitative data, and wrapped up in a detailed action-plan.

Award with an independent accreditation to verify your high level of CX delivery, to help you with differentiation and compliance.

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.