IMI-NQR-INSIGHT-01 Customer Loyalty INSIGHTFor organizations seeking to pinpoint industry trends and opportunities while revealing operational blind spots, Customer Loyalty INSIGHT is the perfect voice of the customer resource.


“I would recommend NQR, if for nothing else their ability to analyze data and execute on time.”

– Director of Service & Operations, Customer Loyalty INSIGHT Client


For over 25 years, NQR has reviewed and handled substantial amounts of service quality data from top industry players.  We now offer Customer Loyalty INSIGHT (CL INSIGHT), a supplement to our Transfer Agent INSIGHT. Our satisfaction surveys provide insight into which customer concerns need to be addressed before they become a problem.


CL INSIGHT lets you manage survey projects while our analysts retrieve the results.  From there, NQR provides a thorough voice of the customer analysis with real-time reporting.



Key Features



IMI-NQR-INSIGHT-01 Customer Loyalty INSIGHT Voice of the Customer Analysis

  • Studies targeting shareholders, brokers, back office, institutional, and retirement markets
  • Electronic surveys to supplement mail and phone feedback
IMI-NQR-INSIGHT-01 Customer Loyalty INSIGHT  

Real-Time Reporting

  • Upload your organization’s goals and track the progress while we execute
  • On-demand access to response status and survey results per client organization
  • Query results by business line, relationship manager, and survey period
  • Export customizable dashboards and reports to PDF and Excel
IMI-NQR-INSIGHT-01 Customer Loyalty INSIGHT  

Best Practices Consulting

  • Expertise and insights based on NQR clients navigating the same customer service challenges
  • Cross-sectional analysis with NQR’s Transfer Agent INSIGHT data to predict trends in both your firm and the industry






IMI-NQR-INSIGHT-01 Customer Loyalty INSIGHT Service Quality

  • Leverage NQR’s expertise to identify service gaps and operational blind spots
  • Improve client retention and shareholder perceptions of your brand
  • Obtain broker and customer referrals
IMI-NQR-INSIGHT-01 Customer Loyalty INSIGHT  


  • Access targeted research results online
  • Spend less time retrieving feedback and more time crafting action plans
  • Reduce processing cycle times
IMI-NQR-INSIGHT-01 Customer Loyalty INSIGHT  


  • Gain competitive intelligence on industry priorities and trends
  • Reveal cost savings and time inefficiencies
  • Detect variations in client satisfaction levels over time
  • Get a holistic perspective on the complexities of customer relationships through supplemental Transfer Agent INSIGHT data