Collect Client Feedback

Know what your clients think. Measure the financial
impact. Take action.

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Collect client feedback

The way we manage clients has changed

Today it’s about hearing their voice to drive positive change that results in improved retention and faster growth. Valuiza can help.

Quickly Schedule Short Online Surveys
Online Surveys

Our pre-configured surveys are based on years of research and are designed to get feedback from your current and former clients to understand their true feelings and intentions. All you have to do is decide who to survey and when. All feedback is efficiently collected online and we will automatically analyse all responses in real-time and provide insightful reports.

How it Works »
Easily Calculate Bottom Line Impact
Bottom Line Impact

With your input we will calculate the lifetime value (profitability) associated with the clients/former clients being surveyed and combine this with the survey data so you can quickly compare profitability based on historical results and the predicted value taking into account actual client feedback. No more guessing what the client feedback means for your bottom line.

How it Works »
Access Insightful Reports & Tools To Help You Manage Client Relationships
Insightful Reports

We automatically generate a comprehensive range of real-time reports linked to survey results, customer lifetime value (profitability), and various key performance indicators. Our helpful ‘What-If’ tool allows you to model the impact of changes to key client relationship and lifetime value drivers. This allows you to mitigate risk by being able to test your assumptions before making any final decisions. We also produce a detailed Action Plan so you can identify areas for improvement, receive practical suggestions about how improvements can be made and share the results with your colleagues.

How it Works »

Join thousands of advisors and get insights about managing your client relationships better!