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Discover what your clients value and deliver it more often.

Brand strengths

What is it you get right that clients value above all else? Why do clients recommend you to others?

  • Discover your strengths
  • Segment by client type
  • Share with staff
  • Share with potential clients
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See the big picture

Use experience metrics to measure and track client experience for your firm.

  • By client segment
  • By firm division
  • Track over time
  • Compare to benchmarks
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Key improvements

Where do clients most want improvements?

  • Prioritise changes
  • Client led
  • Know where to focus
  • No wasted programs
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Features

Client experience results appear instantly in a secure online platform.

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Each relationship owner has their own tailored dashboard, showing results for their clients compared to firm-wide benchmarks.

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Easily track client experience results from year to year. The included CRM captures the complete experience history for your clients.

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The platform makes it easy to follow-up with clients at risk of leaving the firm.

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Turn insights into growth.

Turn experience insights into action that drives growth.

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