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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

 

Win Loss Analysis and Customer Satisfaction Research Capabilities

We specialize in generating, evaluating and interpreting the expectations and experiences of your clients, prospects and intermediaries.  Our efforts are defined by the pursuit of quality and responsiveness.  We employ a highly consultative approach to managing our own client relationships and we are known for our flexibility and resourcefulness.  Finally, we follow through.  We don’t leave our research and analysis on your doorstep and disappear.  We bring closure to each project and assignment – helping you make sense of the perspectives and insights we’ve acquired on your behalf so you can make adjustments that allow you to win more business and retain more clients. 

We offer the following products and services:

  -  Win Loss Analysis

  -  Win Loss Sales Training

  -  Intermediary Perception Analysis 

  -  Customer Satisfaction Analysis

  -  Departed Client Analysis

  -  Post Implementation Analysis

  -  Customer / End User Insights Analysis

  -  Participant Satisfaction and IRA Rollover / Retention

  -  White Paper Development

 

Capabilities Brochure