Quality. Compliance. Competitive Intelligence.
National Quality Review provides top financial services companies with key insights into business partner service quality, compliance, and efficiency.
Transfer Agent INSIGHT
The industry’s premier customer experience evaluation provides firms with service benchmarks and actionable feedback for transaction processing, call center, and correspondence operations.
For fund families planning to build, organize, or expand their financial intermediary oversight program, Intermediary INSIGHT is the ultimate analytical and reporting service.
Customer Loyalty INSIGHT
Robust client satisfaction research can pinpoint operational trends, opportunities, and blind spots. Customer Loyalty INSIGHT delivers a complete voice of the customer analysis with real-time results.