Case Studies

The Customer Feedback Centre has allowed a leading IFA firm to quickly benefit from making customer feedback part of 'business as usual'.

With a large adviser and client base, Tom French & Associates wanted to implement a client feedback process to help them understand what their clients really thought about their service proposition. The aim being to enable the firm to react quickly to client feedback; and to use it to continually improve the way they do business, deliver service and attract new clients... Click here to read on

In difficult economic times and in light of impending changes to the regulatory landscape, defining a strong service proposition has never been more important.

Leading financial planning firm Helm Godfrey Partners Ltd successfully encourage client feedback to ensure that their proposition continues to deliver the outcomes their clients demand... Click here to read on

With a well-crafted client feedback programme, wealth management firm Web.fs benefit from marketing opportunities, more referrals, and better client management.

Wealth Management firm, Web Financial Services provide independent, impartial financial advice and solutions to help their varied client base manage and preserve their wealth. As a relationship-driven company they are committed to ensure that client feedback is proactively sought, monitored and acted upon to ensure that they can continue to offer a service tailored to the needs of their clients. Click here to read on