Financial services, private equity
Strengthen Due Diligence for Financial Service Excellence
How can businesses in the financial sector set themselves apart from the competition? Building and maintaining strong customer relationships is a powerful differentiator.
It not only drives growth in existing contracts but also opens up opportunities for cross-selling and upselling additional products.
of global benchmarks
0
+ Years
Survey response rate
(vs. 6% industry average)
(vs. 6% industry average)
0
%
Collecting feedback
0
+ Countries
Data points
0
M
Data-driven assurance
- Our expert consultants support financial firms in running our solutions to help drive continuous improvement.
- The products also serve as a due diligence tool, providing confidence in the quality of a business and the strength of its customer relationships.
- Our data-driven approach ensures that you have the confidence to make informed decisions backed by real-time, actionable insights.
Deeper due diligence
- Traditional due diligence often focuses on a handful of customer accounts, leaving other critical relationships unexamined.
- Our solutions survey all customer accounts and stakeholders, revealing hidden risks and opportunities across your customer base.
- This comprehensive insight helps protect against unforeseen issues and strengthens your overall due diligence process.
Stronger portfolio from relationship intelligence
- Our solutions allow investors to better assess the performance of their portfolio companies.
- By running the TRR survey, financial firms can improve customer retention, uncover new revenue streams, and strengthen overall customer satisfaction.
- Being able to ensure a strong customer base builds a more compelling sales proposition when organisations look to exit an investment.
our solutions
Game-changing insight
The Relationship Rating (TRR)
Barometer
Future Fit
- 01
- 02
- 03
- 01
- 02
- 03
The Relationship Rating (TRR)
The Relationship Rating (TRR)
From two simple questions to the truth
The Relationship Rating (TRR) starts with a two-question survey that provides an emotional temperature check on how your key account customers feel about you.
- Comprehensive customer management tool, equipping you to build stronger relationships, improve retention and drive growth
- Defends your business against risk and uncovers opportunities
- Experienced consultants who interpret the data and guide you through the process
Barometer
Barometer
The other side of the story
By surveying your people on how they feel about working on your key accounts, Barometer provides a 360° view of the working dynamic when used in combination with TRR.
- Barometer continuously measures how your employees feel about working with your customers
- Reduces risk by enabling morale issues to be addressed before they become a problem
- Delivers actionable insights that, with support from our consultants, builds stronger partnerships
Future Fit
Future Fit
Think ahead
Research shows that at least one third of customers question how well their partners are evolving to meet their future needs.
- Future Fit uses two simple but revealing questions to gauge how well prepared they think you are
- Actionable strategies to prevent loss of business and opportunities for new products or services
- Data-driven insight on how you benchmark against your competitors
Client testimonials
Interested in finding out more?
We would love to tell you more about how we can use relationship intelligence to drive your business growth. Leave your contact information, and we’ll reach out to discuss how relationship intelligence can benefit your business.