client experience survey
Helping advisers better understand their clients
Combining the attitudes, perceptions and priorities of Australian financial advice customers to uncover best practice in how advisers interact, communicate and engage with their customers. Register now to distribute the survey to your clients.
Be customer-centric and improve your client experience.
The ‘Client experience survey’ has been designed to help financial advisers across Australia become more customer-centric. This survey has been created in conjunction with financial advisers, licensees and advice clients to identify market opportunities within an adviser’s own pool of customers and the macro trends of advice clients across Australia.
Understand your clients’ needs with access to your unique results
Understanding your customers’ attitudes, preferences and priorities to identify gaps between what you’re currently doing and the client’s expectations can have tangible impacts on the ultimate success of a business.
By registering, each adviser will receive a unique ID that will connect their client’s responses to their profile. At the conclusion of the survey, advisers will be able to use this unique ID to access an interactive data portal to reveal their results at no cost.
Learn the strategies, techniques and tactics to apply your insights by
attending the ifa Masterclass
While understanding what your customers are saying is important, it is just a snapshot of the greater market. By combining the experiences of advice clients from across Australia through the Client experience survey, the ifa Masterclass will reveal the overarching trends, opportunities and challenges that are uncovered in the research and how they can apply these insights to improve their client experience.