Your Client Satisfaction Study will capture your clients’ views on how to strengthen relationships, improve asset retention, and achieve higher cross selling success.

Study results will:

• Explain root causes of client dissatisfaction, and recommend corrective actions
• Reveal "at risk" clients and their concerns
• Examine how you can expand your "share of wallet" with clients

Eager, Davis & Holmes has designed and delivered investment management firm client satisfaction studies for over 18 years. All key study steps including survey design and client interviews are conducted by Eager, Davis & Holmes’ senior Partners.




Lost clients are a great source of useful information when tapped professionally by an objective third party. Their feedback can benefit you in the following ways:

• Gain independent confirmation of exactly why clients leave
• Understand what can be done to better retain clients
• Obtain lost clients’ candid feedback about their overall experience with your firm - including their view of your firm, products, staff, and service capabilities

Let us develop an effective lost client interview program for your firm.