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

Absolute Engagement are the experts when it comes to gathering and using input from clients. The process not only helped us understand what matters most to our clients but uncovered growth opportunities. Their team provided a customized approach to reflect our key priorities and the technology, tools and the guidance we needed to take action.

John Mannix
CEO and Managing Partner atBaldwin Brothers

Absolute Engagement’s expert guidance and proven process were incredibly valuable to help us understand both satisfaction and experience with our firm. The team guided us through survey construction, execution and analysis and reporting. The findings and tools will allow us to enhance our offering, deepen our relationships and meet or exceed expectations in the future.

Sean Cauvel
Managing Partner atWestmount

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

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

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.

Schedule a meeting

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

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

Schedule a meeting

Facilitate action through integration

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

LaVonne L. Brown
Chief Marketing & Communications Officer at Savant Wealth Management

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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

John Mannix
‍‍CEO and Managing Partner at Baldwin Brothers

Sean Cauvel
Managing Partner at Westmount