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.




By completing over 130 client service-oriented projects for investment managers, Eager, Davis & Holmes is an industry thought-leader in the client service area. We have identified 12 elements of a best practices client service program – one that leads to strong client relationships that can weather the inevitable ups and downs of the performance cycle.

In a Client Service Program Strategic Evaluation, your firm is evaluated against the 12 elements of a best practices client service program. You are provided with detailed recommendations for improving and/or building-out your client service program.




Success or failure in areas such as cross selling and retaining accounts through difficult performance periods is greatly affected by the routine day-to-day practices of your client relationship managers.

Through long experience and careful study, Eager, Davis & Holmes has identified practices used by the best client relationship managers. Our Client Service Training Program reviews these practices.

In the aftermath of the market crisis, significant asset movement is expected in 2010 and beyond as fund sponsors rebalance, replace managers, rethink their strategic allocations, and react more opportunistically. As a result, it is more important than ever to train your client-facing staff to interface effectively with clients.