• Improve client retention. Identify problem accounts and address client issues before they become acute. Saving or expanding just one client relationship will pay back the study cost within the first year!
• Develop a best-in-class client service program. Use client feedback to strengthen your overall client service program; including client service model, relationship management practices and assignments, resource commitment, effectiveness of client messaging, and client information management
• Win more business from current clients. Know clients’ awareness of and interest in products that they aren't using
• Gain a marketing advantage. Superior client service leads directly to marketing advantage...particularly in an era when an increasing percentage of consultant contact ties to client reviews

• Feedback comes only from your key client contacts. The study sample includes only client contacts you identify as having the best knowledge of your firm and having influence over decisions to retain you
• Your specific goals and objectives drive study design. We custom design the study to fit your situation. Participating fund sponsors provide feedback about your firm only – not a fatiguingly long list of investment managers. The analysis, report and recommendations are designed around your custom issues
• Work with EDH’s experienced Partners. EDH’s Partners have over 20 years of experience conducting Client Feedback Studies and are involved in every phase of your study. Our recommendations will draw from our industry-leading knowledge of client service best practices.