For mutual fund wholesalers, a strong rapport with advisors may be more valuable than you thinkBy Kait Moreau | Advisor Perception, Article, FinTech, Investments and Planning, Touchpoint Evaluation ProgramKait Moreau reflects on the results of our Wholesaler Effectiveness study.Read More
Understanding What Decision-Making Drivers Matter MostBy David MacDonald | Article, Customer Experience, Executive Decision Makers, Touchpoint Evaluation ProgramOur competitive brand benchmarking research has allowed us to build a greater understanding of the dimensions that actually drive sales.Read More
The Problem With NPSBy Robert Stel | Article, Customer Experience, Touchpoint Evaluation ProgramThe Problem With NPSARTICLEBY Robert StelIn 1992, an article in the Harvard Business Review introduced the world to the concept of NPS, or ‘Net Promoter Score.’ In the article title, Frederich Reicheld called the methodology “The One Number You ...Read More