A customer survey starts with the development of a questionnaire. Marketing research professionals will usually get input from other functional areas of the company, like brand and advertising, so ...

You probably feel like you have a good handle on how your clients feel about your business. Would you be willing to bet money on your intuition? If you’re not eliciting client feedback via ...

A recent survey of U.S. consumers and financial advisers set out to measure differences in perception when looking at an adviser’s level of honesty, trustworthiness, ability to deliver results, and ...

Boulevard ( provider of the fastest-growing client experience platform for appointment-based, self-care businesses, today ...

One of the highlights of the ANA’s Advertising Financial Management conference that took place in Phoenix last week was the presentation of a new survey about client/agency relationships. The ANA ...

Accounting firms can learn some surprising things when they take the time to survey their client base, beyond just a broad indicator of how pleased they are with the service they receive. Tom Cates, ...

A survey of more than 800 independent financial advisors reveals that most advisors spend less than half of their work time with their clients and more than two-thirds do not have a clear ...

According to the latest J.D. Power 2025 US Individual Annuity Study, overall client satisfaction with individual annuity ...

In 2023, 60% of in-house counsel identified a divide between their own innovative use of people, process and technology and ...

Utilizing the latest e-commerce technologies and creative marketing concepts, ClientBase Marketing Services (CBMS) is launching its much anticipated Client E-Survey tool at the Technology & Marketing ...

Altoo's 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth owners. Advocacy is strong: Net Promoter Score above 50, well above SaaS ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...