We help firms to use market insight and client/introducer feedback to improve leads, referrals and client development.
Insight programmes can also support TCF and a firm’s conduct risk culture, engage the next generation, give valuable insight into digital investment decisions, improve the client experience, raise your profile, improve employee retention and increase the value of your business.
B2B and private client firms need a "friction-free" experience that will drive and convert leads and referrals.
This requires firms to get a number of key things right:
If you are not a brand, you are a commodity and will not stand out in a sea of indistinguishable peers.
Mireille Guiliano, former President and CEO of Clicquot, Inc. (LVMH) and author of “French Women Don’t Get Fat.”