We Make You More Competitive.
Win Loss Analysis and Customer Satisfaction Research
What Our Clients Say About Us
“Anova has been a great partner for Acadian in administering our recent client satisfaction survey. The Anova team was very responsive to the needs of our business and made every effort to exceed our expectations, from the survey response rate to the actionable feedback they were able to generate from our client base.”
- Douglas C. Coughlin, Senior Vice President & Director of North American Client Service
Acadian Asset Management LLC
“What impresses me most about Anova is their understanding of our business. Their team is very consultative and went the extra mile to learn about our company, service offering and client base. We feel confident that they captured the real perceptions of our clients and prospects. We use the insights derived from their research as part of our ongoing decision making and strategy."
- Paul Gamble, Vice President & National Sales Director
“In the fragmented marketplace for medical practice management and EHR solutions, finding ways to make AdvancedMD stand out from the crowd is crucial to the company’s continued success. The detailed prospect feedback and competitive intelligence we receive from Anova are tremendously valuable to our sales, marketing, and product development efforts."
- Jim Elliot, Vice President of Marketing
"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
“As a member of BlackRock’s DC Leaders Circle, we recently surveyed our client base using the Consensus tool. We were very pleased with the ease of administering the survey and the robust reporting package on our Consensus dashboard, as well as the helpful feedback we received from our clients. We plan to survey our clients using Consensus again in the future, and are recommending the tool to our colleagues in our other offices.”
- Glenn Able, Vice President – Retirement Practice
Lockton Investment Advisors LLC
"Anova's services are vital to any organization that cares about continuous process improvement. They allow us to make technology and service decisions using fact-based analysis. But what I love best is the partnership; they never throw the information at us and walk away. Anova works with us to really understand the data and to help formulate workable solutions that will make a real difference going forward."
- Jude Metcalfe
DST Retirement Solutions
“We appreciated Anova’s customized, flexible approach to our client satisfaction study. They listened to our needs and worked with us to design a survey focused on the attributes that are important to our business, and we were impressed that they were able to get meaningful feedback from such a broad cross-section of our investment management client base.”
- Cory Martin, Managing Director, Portfolio Specialist Group
Barrow, Hanley, Mewhinney & Strauss
"New York Life's partnership with Anova Consulting Group has allowed us to better understand the needs of our customers, participants, prospects and intermediaries. Anova's research and analysis has consistently helped our senior management team make more informed strategic decisions and this has helped to enhance our products and services across all levels of the organization. All the consultants at Anova are highly professional, knowledgeable, dedicated and responsive. Anova is a high quality organization all around!"
- Don Salama, Senior Managing Director
New York Life
"In a competitive marketplace, insights around strengths and weaknesses are critical to successful business development and sales efforts. Working with Anova on Win Loss Analysis over the last several years has definitely contributed to our ability to be successful by enabling our organization to effectively address, formulate, and execute on improving what we do."
- Sean Cosgrove, Managing Director
"Anova Win Loss Program taught my salespeople to better understand the difference between ‘prospects and suspects’. As head of sales for a 100+ person sales team, I have learned that the only way to improve an individual’s sales performance is to understand why you win and lose deals. Once a salesperson learns this concept, their skills improve dramatically."
- Joe Giampalmi, Division Vice President
"Anova’s Win Loss Analysis Program provided great insight as to what our clients were truly experiencing at the point-of-sale. And maybe most importantly, it framed our sales performance in a manner that led us to some simple fine-tuning techniques that have resulted in improved sales production and greater client satisfaction.”
- Murray Cleaner, Senior Vice President
analysis provides us with metrics that allow us to make informed
business decisions. The fact based and thoughtful information
they provide continually drives us to actionable items and helps us
change for the better. This type of research is critical to
developing our services."
- Thayne Gould, Marketing Manager, T. Rowe Price
New York Life Retirement Plan Services, we have had the pleasure of
working with the Anova Consulting Group for the last 5 years. One
key area of focus for us is client satisfaction. The survey that
they administer on our behalf has been tremendously informative in
enabling us to maintain our value proposition of providing superior
service. Year after year, their
analysis of our strengths and weaknesses have proven to be spot on. They are a most valued partner for us."
"We wanted a true assessment of what our key stakeholders thought about our company and its ability to deliver quality products and services. With the help of Anova, we were not only able to obtain candid, unbiased, unfiltered information from our prospects, clients, and business partners, but Anova delivered actionable results that continue to help us win more business and increase client retention."
- Ron Cohen, Managing Director
DWS Retirement Services
"As Chief Strategy Officer for Manulife Financial (now John Hancock) Retirement Services, we used Rich's services to develop a better understanding of the root causes of why we won or lost business. His process, data and insights enabled us to increase the productivity of our wholesalers by a significant percentage, enabling us to eliminate regional or personality differences. It also enabled us to win more business by better educating the advisors as to what the real sales barriers where. This contributed to us becoming the #1 choice of advisors as they could win more business by partnering with us.”
- Kendall Kay, President
KK & Company
"As our partner for our participant survey, Anova Consulting Group has enabled New York Life to have a much deeper understanding of our retirement plan participants. Anova comes to us proactively with innovative ideas that provide us with invaluable, actionable data. In addition, between potential roll-over opportunities or sales of our IRA product, they have played a critical role in helping us identify revenue generating opportunities. Overall, Anova exemplifies the concept of a partnership as well as just helping us build our business!"
- Dave Goganian,
Vice President, Participant Services
New York Life
been a pleasure working with Anova over the past few years for our
client satisfaction survey. They have an aptitude for
interpreting data and helped us improve our service model based on
the survey results."
- Robin Miller, Vice President
T. Rowe Price
"The Win Loss sales training that Rich provided at New York Life's Retirement Advisory Council was insightful and delivered in an easy to comprehend format. His ability to provide both a structure and process for developing a reliable Win Loss Program for financial advisors was very much appreciated by our guests. Many advisors complimented the presentation and told me they were inspired to incorporate the program into their business practices."
- Mark Strazzeri, Managing Director
New York Life