Helping you gather client opinion to assess the impact of COVID-19 on key client accounts
Assess your new Business Landscape.
Gather feedback on the impact of COVID-19 on your clients' businesses, their perception of the business and market challenges they face during the COVID-19 recovery phase, and how their advisors can support them best.
This service provides executive phone interviews with clients and real time analytics using CustomServe Team. Interview transcripts published daily to allow you to respond quickly.
Your fee earners will have had many recent ad-hoc client feedback conversations to gather client opinions on the impact of COVID-19 and the type of support they require.
Use CustomServe to collate this feedback, aggregate the content, spot trends, and understand the emerging themes.
You may choose to use this service as a component of the business landscape assessment.
As the dust settles post COVID-19, rebuild the evidence that you need to enhance your business plan to reinforce your business resilience and sustainability.
This service provides a combination of virtual interviews and executive phone interviews for high value clients, and a concurrent web survey to gain essential information to plan ahead.