Customers

Fidelity Investments, New York Life, ADP Retirement Services, Putnam Investments, T. Rowe Price, Diversified Investment Advisors, Charles Schwab, AXA Equitable, DWS Scudder, ADP Screening & Selection Services, ADP Insurance Services, The Hartford, DST Retirement Solutions, PNC, Prudential, John Hancock, AdvancedMD, Financial Engines, Ceridian, SuccessFactors, Great-West, McCready and Keene, Captrust Financial Advisors, OneAmerica, Pentegra Retirement Services, BlackRock, Acadian, Barrow Hanley

 

 

 

 

 

"Anova is 100% focused on helping organizations compete more effectively. In an increasingly aggressive sales environment, Anova's programs provide a critical pipeline of direct feedback from our key prospects, and advisors. Their research and expertise give us the actionable data and insights we need to drive strategic decisions, differentiate John Hancock from the competition, and ultimately win more business." 

- Arthur Creel,

Executive Vice President

John Hancock Retirement Plan Services

 

 

Client Satisfaction Articles

 

Client Service Top Reason for Provider Switch (Plan Sponsor Magazine) 

 

Training New Plan Sponsors is Key

(Plan Adviser Magazine)

 

The ASPPA Journal:  Anova cited in Profile on DST Retirement Solutions 

 

 

 

Departed Client Analysis

Understanding why a client chooses to end a relationship with your company is as important, if not more important, than understanding why they became a client in the first place.  Anova’s Departed Client Analysis program is designed to help you identify the real and sometimes unexpected reasons your clients leave.   Our process entails conducting in-depth telephone interviews with your former clients shortly after their departure to help you:

• Gain valuable insight on why your relationships ended and what might have been done to preserve them
• Identify which competitors are being selected to replace your company and why
• Establish what product and service enhancements your former clients sought when choosing a new provider
• Evaluate specific strengths, weaknesses and gaps within your product line, your client service delivery structure and your technology platform
• Obtain candid, timely “voice of the client” feedback

 

Additional Capabilities