Wealth Insights Service Level Survey Report
The Wealth Insights Service Level
Survey Reports provide syndicated (industry-wide) and proprietary
(client-specific) research as well as quality and customer satisfaction tracking. They are an industry standard measure of financial adviser
satisfaction with service levels provided by fund managers and platform
providers. Published annually since 1992, the research is also
used by many companies as a measure of competitive benchmarking
initiatives.
These studies set a quality benchmark for the industry by examining
planner satisfaction among the top firms that represent a majority of the
Australian market. With the insights provided in these reports, fund managers
and platform providers can develop effective competitive strategies
and resource allocation plans.
Additionally, the research assists fund managers and platform providers
to better understand the needs, expectations and desires of today’s
planners. By understanding the industry’s critical customer
satisfaction drivers, companies gain insight into factors that affect
customer loyalty and retention.
Customised Analysis
Each subscriber to the reports receives additional
proprietary (client-specific) analysis that enables, among other things, a direct
comparison with the best-in-class and industry averages
Subscribers can also opt for additional competitive research that is
undertaken with their key advisers.
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Fund Manager Report
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about the latest Service Level
Survey Master Trusts/Wraps Report