Financial Advisor Customer Experience Survey

Companies often struggle to measure the impact of investments in customer experience. McKinsey's research quantifies how improvements in a business's top-line satisfaction metrics affect gross and net sales at both the advisor level and the overall manager level.

The Financial Advisor Customer Experience Survey provides distribution executives with a view into their organization’s strengths and weaknesses relative to competitors on a broad set of customer-experience attributes. Our research helps asset managers clarify their customer experience value propositions and deliver a distinctive client experience.

In addition to receiving granular survey results, companies gain access to the industry’s leading group of asset-management consultants, customer experience practitioners, and data scientists to help interpret the data. Our goal is to ensure that our clients take specific, sustainable steps to improve customer experience based on these key findings.