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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

 

 

 

“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

 

 

“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

Acadian Asset Management LLC

 

 

Client Satisfaction Articles

 

Departed Client Analysis: Opening Formal Channels of Feedback 

 

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