Realise the true profitability of your clients

Developing the right approach to client relationship management helps demonstrate to the client the value of the relationship within your firm and assist in building long term relationships.

In partnership with consultancy firm Suuqea and using Experian's customer segmentation, profiling and mapping tools, our measured segmentation service provides you with a unique and unbiased report that will give you a comprehensive portrait of your clients and their financial behaviour, along with the tools to measure the effectiveness of your client service and marketing strategy.

We simply require an export of basic client information (no financial data) and we perform an analysis of your clients to allocate them to distinct financial service segments. In addition to this, in order to successfully build your business model or service proposition you need to understand what your clients think about your existing service and our feedback tools give you a benchmark from which to measure ongoing success.

People People

This unique reporting service ensures that you can:

  • Understand the demographics and financial behaviour of your clients
  • Understand the true value of each client segment
  • Get your service proposition right for each and every client
  • Design and Implement an effective contact and marketing strategy
  • Construct an appropriate remuneration tariff for each segment
  • Generate more income from your existing clients
  • Know what your clients think about your service
  • Grow your business by identifying from where to source new clients
  • Measure the ongoing success of your service proposition
  • Increase the overall value of your business & maximise profit
  • Get your business ready for the RDR

Please call 01564 711153 to find out more or email

Get a sample report here...