Capture and use client input to drive engagement and growth.

We thought we were just going to gather feedback to understand loyalty and support retention. In the end we learned so much more about what our clients really need and want. As importantly we were able to integrate those insights into our CRM and training programs to drive real change.
LaVonne L. Brown
Chief Marketing & Communications Officer at Savant Wealth Management
When it comes to designing an effective strategy to gather, analyze, and implement what is most important to clients into the client experience, Absolute Engagement is an exceptional partner.
Joe Martin
Chief Client Experience Officer, Summitry
The entire process was flawless and worth every penny. I’m so happy with the results and look forward to using Absolute Engagement each time we want to conduct a firm wide client survey.
Tracy Clark
Head of Marketing at Parsec Financial

See it in action

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We'll design and implement an on-going voice of the client strategy that reflects and supports your strategic priorities.

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Measure performance across the organization
Evolve and enhance the client experience
Drive deeper client engagement
Uncover clients at risk and create an early warning system
Identify unmet needs
Increase referrals

Beyond the client survey.

Our goal is to ask the right questions of the right clients - at the right time.

Your customized plan may include a one-time survey, on-going feedback, insights from new clients or direct input from clients that allow you to deliver deeply engaging client reviews.

The right data is only the start. It's all about insights, adoption and action.

Translate input into action

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Marketing Team

Interests
Marketing and communication preferences

Advisors

Client preferences
Concerns and life issues
Custom meeting agendas
Unmet opportunities

Executive and Management

Satisfaction or advisor performance
NPS score
Business inteligence insights
Innovative
Technology
Meaningful
Guidance
Deep Industry
Knowledge
The Client Insights platform combines hands-on guidance with innovative technology and tools. We share real insights and specific recommendations for the leadership team and for your advisors.
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Access relevant insights

Permissions-based access to results at the firm, office, advisor and client level
Segmented analysis based on demographics or other relevant data

Connect insights to workflows

Receive real time alerts that drive targeted follow-ups
Integrate with your CRM or marketing platform for easy access to data and to trigger workflows
Generate target lists and export to your existing tools with one click

Access tools designed to help your advisors take action

Create dynamic meeting agendas
Identify specific follow-up actions by client


Leverage our training to drive adoption and equip your advisors with the skills to actively use client input
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Facilitate action through integration

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Integrates with your toolset

Push data to your CRM, marketing tools, business intelligence dashboards, compliance suite and more.

Examples shown here; talk to us for more information about integrating with your existing tools.

You're in good company

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John Mannix
CEO and Managing Partner at Baldwin Brothers
We’ve always understood that if you want to create a client experience that exceeds expectations, it’s critical to ask for and listen to clients’ input and feedback.  It is the client’s voice that’s most important. When it comes to designing an effective strategy to gather, analyze, and implement what is most important to clients into the client experience, Absolute Engagement is an exceptional partner.
Joe Martin
Chief Client Experience Officer, Summitry
I knew I wanted to execute a client survey in 2021 to capture my clients’ sentiment after the past 18 months of turbulence and disruption from COVID. Enter Julie and her team at Absolute Engagement, I am SO glad we found them in time to execute our survey on our behalf. The entire process was flawless and worth every penny. I’m so happy with the results and look forward to using Absolute Engagement each time we want to conduct a firmwide client survey. We are also now brainstorming ways to do smaller, segmented surveys with Julie on an ongoing basis to keep our clients’ feedback at the center of everything that we do!
Tracy Clark
Tracy Clark, Head of Marketing at Parsec Financial
We thought we were just going to gather feedback to understand loyalty and support retention. In the end we learned so much more about what our clients really need and want. As importantly we were able to integrate those insights into our CRM and training programs to drive real change.
LaVonne L. Brown
Chief Marketing & Communications Officer at Savant Wealth Management

We'll guide you every step of the way.

Our dedicated enterprise support team will help you take action throughout your organization.

Would you like to connect to learn more?

I'm looking forward to speaking with you.
Julie Littlechild
Founder & CEO

Schedule a call here.

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