There are multiple reasons to consider conducting an independent client review to the benefit of your clients, your employees and your business.

Your clients will benefit from practical action points and improved service levels.

Your employees will experience personal development through the review process, team development through sharing of best practice, and job satisfaction from third party validation.

Businesses will see better client retention and increased client value. Our process generates valuable data and marketing collateral to use both internally and externally, increasing loyalty and enhancing reputations.

Our Process

Your Report

‍The interviews and surveys we conduct allow insightful comparison and provide material for the report which includes all survey results, findings, data points and intelligence including recommended action points and the offer of a facilitated feedback session.

Reviews can follow a specified frequency or follow a ‘batch’ process (e.g. groups of 10), focus on a certain cohort or sector, or at given stages in the broker/client relationship (for example 6 months after taking on a new client). We can also undertake ad hoc reviews and related research projects.