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Acuigen provide high-quality client feedback services 

Collect, receive and analyze on-going client feedback all in one place.

Helping you plan client feedback solutions that deliver success

Satisfied clients are the key to every successful business and are an integral part of astute long-term business strategies. It is imperative for continued profitable growth to engage in client feedback programs that can produce usable insights.

Tailor conversations to your clients’ needs

Multiple Interview Techniques

The most effective client feedback programmes incorporate many interview methods (in-person, virtual meeting, phone, web survey, ad-hoc)). Use different topics of conversation appropriate to clients' needs and their relationship with you. Enter the interview content into CustomServe, keeping all your documentation in one place.  

Gather regular client feedback insights

Process Wheel

Regular client feedback, systematically gathered, can create and refine important strategies to assist, retain and grow client relationships. CustomServe collects the data from the client feedback program and compiles it into usable insights that informs your account planning, key account management activities, and service team delivery.

Mitigate risk and find new opportunities

Compliance opportunity Risk

Monitor trends, manage client risks, respond to issues, increase understanding, and formulate risk reduction plans all through the one platform, CustomServe. Continuously track improvements using client-led key performance indicators. Tag appropriate comments collected during client feedback interviews. Set your client service standards to bring consistency to your brand.

 

Select the best client feedback solution for your firm

We help you deliver the outcomes and the value that your firm demands to compete. Interview transcripts published daily to allow you to respond quickly. Solutions that fit the size of your firm, ranging from simple to world leading solutions tailored for your firm - please contact us to discuss your needs and the options in more detail.

  • Regional firms
  • National firms
  • International firms
  • Strategic solutions
  • Covid recovery

Affordable client feedback solutions to keep you informed

Make it easier to document and use content from in-person interviews

Benefits

  • Transcribe your in-person/virtual interviews into CustomServe - increase your productivity
  • Summarize common themes across a number of interviews
  • Easily find quotes or insight
  • Easy to scale and add other services/packages

Interview Method

  • In-person (or virtual/video) interviews (by you or your team)

Suggested Interview Topic

  • Relationship review

Technology

  • CustomServe Solo

Pricing

  • £

Gather post matter feedback and easily visualize opinion to find out what your clients think

Benefits

  • Post matter client feedback provides the insight you need to refine service delivery, spot opportunities and mitigate risks
  • Easily find relevant information quickly
  • Easy to scale and add other services/packages

Interview Method

  • Highly automated post matter web survey managed by Acuigen

Suggested Interview Topics

  • Post matter - short
  • Post matter – detailed

Technology

  • CustomServe Team

Pricing

  • ££

Identify opportunities to build, retain and grow profitable client relationships

Benefits

  • Structured feedback provides detailed insight into the opinions of clients, to assist you to optimize and grow client relationships and gain competitive advantage
  • Easily find relevant information quickly
  • Easy to scale and add other services/packages

Interview Method

  • Telephone interviews (by your team or Acuigen’s executive interviewers )

Suggested Interview Topics

  • Relationship review
  • Post Matter Detailed
  • 360 reviews
  • Lapsing client

Technology

  • CustomServe Team

Pricing

  • ££

Helping you enhance your service delivery, build your client relationships, manage client retention and assess future opportunities

Make it easier to use content from in-person interviews

Benefits

  • Make it easier to process content from in-person interviews/virtual interviews into CustomServe - increase your productivity
  • Summarize common themes across a number of interviews
  • Easily find quotes or insight
  • Unleash the knowledge in your historical client feedback
  • Easy to scale and add other services/packages

Interview Methods

  • In-person (or virtual/video) interviews undertaken by you or your team
  • Input historical in-person interviews

Suggested Interview Topics

  • Relationship review

Technology

  • CustomServe Pro

Pricing

  • £

Enhance service delivery with post matter feedback

Benefits

  • Ongoing post matter client feedback to refine service delivery based on real client information
  • Build evidence of service excellence
  • Spot opportunities and mitigate risks
  • A continuous stream of catalogued client opinion to help you deliver actionable insight to your firm
  • Easy to scale and add other services/packages

Interview Methods

  • Highly automated post matter web surveys
  • Acuigen Executive telephone interviews

Suggested Interview Topics

  • Mid matter review
  • Post matter - short
  • Post matter – detailed

Technology

  • CustomServe Team

Pricing

  • ££

Identify opportunities to build and grow client relationships

Benefits

  • Independent reviews provide detailed insight into the opinions of clients, and can offer supportive feedback that busy professionals find difficult to ask clients
  • Identify opportunities and examples of service based excellence
  • A continuous stream of catalogued client opinion to help you deliver actionable insight to your firm
  • Easy to scale and add other services/packages

Interview Methods

  • In-person (or virtual/video) interviews undertaken by you or your team
  • Acuigen Executive telephone interviews
  • Telephone interviews undertaken by you or your team

Suggested Interview Topics

  • Relationship review
  • 360 reviews
  • Lapsing client

Technology

  • CustomServe Team

Pricing

  • ££

Embed client feedback as part of your firm's culture

Benefits

  • Collect, receive and analyze on-going client feedback in an integrated system across your entire office network
  • Gather client insight at multiple touchpoints, with many clients using many interview topics
  • Identify opportunities and optimize service delivery based on real client information
  • Evaluate long term strategic business options and mitigate business risk.
  • Easy to scale and add other services/packages

Interview Methods

  • Document in-person (or virtual/video) interviews undertaken by you or your team
  • Input historical in-person interviews
  • Acuigen Executive telephone interviews
  • Highly automated web surveys
  • Telephone interviews undertaken by you or your team

Suggested Interview Topics

  • Relationship reviews
  • Mid matter review
  • Post matter - short
  • Post matter – detailed
  • Post pitch review
  • Perception study
  • Lapsing client review
  • 360 reviews

Technology

  • CustomServe Enterprise

Pricing

  • ££££

Sophisticated solutions that unleash the full capabilities of client feedback. Gain continuous insights from clients around the world, scaling up interview capability to feed client opinion into your client strategies, and business development plans, using your in-house interviewing capacities and those of Acuigen.

Make it easier to process content from in-person interviews

Benefits

  • Make it easier to process content from in-person interviews/virtual interviews into CustomServe - increase your productivity
  • Summarize the common themes across a number of interviews
  • Easily find quotes or insight
  • Unleash the knowledge in your historical client feedback
  • Multilingual
  • Easy to scale and add other services/packages

Interview Methods

  • In-person (or virtual/video) interviews undertaken by you or your team
  • Input historical in-person interviews

Suggested Interview Topics

  • Relationship review
  • Post pitch review
  • Lapsing client review

Technology

  • CustomServe Pro

Pricing

  • £

Enhance service delivery with post matter feedback

Benefits

  • Ongoing post matter client feedback to refine service delivery based on real client information
  • Easily identify opportunities and mitigate risks
  • A continuous stream of catalogued client opinion to help you deliver actionable insight to your firm
  • Easily find quotes or insight
  • Multilingual
  • Easy to scale and add other services/packages

Interview Methods

  • Highly automated multi-lingual post matter web surveys
  • Acuigen Executive telephone interviews

Suggested Interview Topics

  • Mid matter review
  • Post matter - short
  • Post matter – detailed

Technology

  • CustomServe Team

Pricing

  • ££

Maintain key client relationships with relationship reviews

Benefits

  • Relationship reviews provide detailed insight into the opinions of clients, and can offer supportive feedback that busy professionals find difficult to ask clients
  • A continuous stream of catalogued client opinion to help you deliver actionable insight to your firm
  • Easily find quotes or insight
  • Multilingual
  • Easy to scale and add other services/packages

Interview Methods

  • In-person (or virtual/video) interviews undertaken by you or your team
  • Acuigen Executive telephone interviews
  • Telephone interviews undertaken by you or your team

Suggested Interview Topics

  • Relationship review
  • 360 reviews
  • Lapsing client

Technology

  • CustomServe Team

Pricing

  • ££

Embed client feedback as part of your firm's culture

Benefits

  • Collect, receive and analyze on-going client feedback in an integrated system across your entire office network
  • Gather client insight at multiple touchpoints, with many clients using many interview topics
  • A continuous stream of catalogued client opinion to help you deliver actionable insight to your firm
  • Identify opportunities and optimize service delivery based on real client information
  • Evaluate long term strategic business options and mitigate business risk
  • Multilingual
  • Easy to scale and add other services/packages

Interview Methods

  • Document in-person (or virtual/video) interviews undertaken by you or your team
  • Acuigen Executive telephone interviews
  • Highly automated multilingual web surveys
  • Telephone interviews undertaken by you or your team

Suggested Interview Topics

  • Relationship reviews
  • Mid matter review
  • Post matter review
  • Post pitch review
  • Perception study
  • Lapsing client review

Technology

  • CustomServe Enterprise

Pricing

  • ££££

Simple but effective solutions for business planning and commercial strategies – assess your client relationships, understand clients’ perceptions of your firm, and gain evidence.

Evaluate client relationships and the effectiveness of your client strategies

Seek your client's opinions on relationships and the service you deliver to assess the overall health of the firm’s client base. Evaluate service delivery to measure the effectiveness of your client strategies.

Interview Methods

  • Executive telephone interviews

Suggested Interview Topics

  • Relationship Review

Technology

  • CustomServe Team

Pricing

  • £

Understand the perception of your firm in a market or jurisdiction

Develop a better understanding of your firm’s market position and your client’s perception of the factors that influence it. Collate the feedback to spot trends and understand the emerging themes.

Interview Methods

  • Executive telephone interviews
  • Highly automated web surveys

Suggested Interview Topics

  • Perception study
  • Brand review
  • Competitor analysis

Technology

  • CustomServe Team

Pricing

  • ££

Inform your client strategies and business plans using client insight

Gather evidence from client feedback to enhance your strategic business plan, see how it will be received by clients and spot future opportunities to give your firm a competitive advantage.

Interview Methods

  • In -person or virtual interviews
  • Executive telephone interviews
  • Web survey

Suggested Interview Topics

  • Evaluation of future requirements

Technology

  • CustomServe Team

Pricing

  • £

Helping you gather client opinion to assess the impact of COVID-19 on key client accounts and evolving service delivery models.

Assess your new business landscape

Objective

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 Pro. Interview transcripts published daily to allow you to respond quickly.

Technology

  • CustomServe Pro

Pricing

  • £

Document your informal post recovery client feedback

Objective

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.

Interview Methods

  • Document in-person (or virtual/video) interviews undertaken by you or your team
  • Highly automated web surveys

Technology

  • CustomServe Team

Pricing

  • ££

Recovery Phase Business Planning

Objective

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.

Interview Methods

  • Virtual interviews (undertaken by you or your team)
  • Acuigen Executive Phone interviews for high value clients
  • Web survey

Suggested Interview Topics

  • Evaluation of future requirements

Technology

  • CustomServe Team

Pricing

  • £
 

Choosing the right interview methods to meet your needs

When planning your client feedback programme you will invariably consider which interview method is the most appropriate to use. We recommend that you consider including multiple interview methods to canvas opinion that best meets the objectives of your programme.

Face to Face

In-person/face-to-face interviews can be conducted using an in-house team, external consultants or by Acuigen consultants, and transcribed into CustomServe.

Virtual interview

Virtual interviews are carried out online between an interviewer and client. The interview content can be transcribed and entered into CustomServe.

Telephone interview

Executive telephone interviews can be used for commercial/key-account interviews, typically undertaken with senior commercial decision makers. They provide rich, high quality insight, and can be reviewed using CustomServe.

Web Survey

Fully or semi-automated web surveys are highly customisable and optimized for ease of use, and can be translated into many languages. The data collected feeds into real-time analytics and reporting compiled through the CustomServe platform.

Historical Records

Whilst ‘Historical’ isn’t exactly an ‘Interview Method’ – we use the term to recognize the importance of historical content. Historical content can be uploaded into CustomServe subject to some constraints.

 

All your client feedback insights in one easy to use platform

 

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CustomServe is a client insight platform used to gather, measure and aggregate client opinion.

Learn more about CustomServe

“The use of CustomServe has been helping us to simplify the management of client feedback from around the world, and articulate very important client opinion with clarity”

“CustomServe has played a big part in the success of our program.

It is a powerful tool for analyzing large volumes of data and has been instrumental in identifying key themes emerging from the feedback.

It has allowed us to easily share the detailed results of the feedback across the firm, with regular reporting provided at partner, service line and jurisdictional level”

“Acuigen’s methodology gave us a way of obtaining instant client feedback using quality services at a reasonable cost.

The interviews were highly experienced, with a very professional approach”

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