Winterthur Life has launched a new client research service as part of its range of Professional Edge consultancy services.
The service is designed to help adviser practices find out more about the services their clients want and value the most. It provides advisers with data taken from customer feedback to help tailor their business offering closer to client needs and is aimed at firms operating in or seeking to penetrate the wealth market, where clients tend to demand more. Part of the service asks clients to complete a 15 minute questionnaire through a unique website link, which is adviser branded. No personal data is entered and the service is completely confidential and anonymous to allow open and hon...
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